SWS Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-34,300
| Closed | -$1.06M | – | 112 |
|
|
2020
Q1 | $1.06M | Buy |
+34,300
| New | +$1.06M | 0.76% | 47 |
|
|
2019
Q3 | $1.73M | Sell |
31,632
-622
| -2% | -$34K | 1.02% | 34 |
|
|
2019
Q2 | $1.65M | Buy |
+32,254
| New | +$1.65M | 1.05% | 31 |
|
|
2018
Q4 | $1.44M | Buy |
33,167
+3,420
| +11% | +$148K | 1.09% | 41 |
|
|
2018
Q3 | $1.87M | Sell |
29,747
-8,703
| -23% | -$547K | 1.19% | 39 |
|
|
2018
Q2 | $1.94M | Buy |
38,450
+4,999
| +15% | +$252K | 1.36% | 31 |
|
|
2018
Q1 | $1.7M | Sell |
33,451
-8,624
| -20% | -$439K | 1.26% | 25 |
|
|
2017
Q4 | $2.09M | Buy |
+42,075
| New | +$2.09M | 1.57% | 15 |
|