Symmetry Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,193
| Closed | -$241K | – | 459 |
|
|
2024
Q2 | $241K | Hold |
6,193
| – | – | 0.01% | 461 |
|
|
2024
Q1 | $241K | Buy |
+6,193
| New | +$241K | 0.02% | 488 |
|
|
2023
Q3 | – | Sell |
-10,267
| Closed | -$312K | – | 575 |
|
|
2023
Q2 | $312K | Hold |
10,267
| – | – | 0.02% | 451 |
|
|
2023
Q1 | $350K | Hold |
10,267
| – | – | 0.02% | 423 |
|
|
2022
Q4 | $442K | Hold |
10,267
| – | – | 0.03% | 363 |
|
|
2022
Q3 | $447K | Buy |
10,267
+1,135
| +12% | +$49.4K | 0.03% | 332 |
|
|
2022
Q2 | $433K | Hold |
9,132
| – | – | 0.03% | 358 |
|
|
2022
Q1 | $518K | Hold |
9,132
| – | – | 0.03% | 351 |
|
|
2021
Q4 | $535K | Hold |
9,132
| – | – | 0.03% | 370 |
|
|
2021
Q3 | $550K | Sell |
9,132
-1,826
| -17% | -$110K | 0.04% | 376 |
|
|
2021
Q2 | $608K | Sell |
10,958
-1,294
| -11% | -$71.8K | 0.04% | 356 |
|
|
2021
Q1 | $715K | Sell |
12,252
-824
| -6% | -$48.1K | 0.05% | 286 |
|
|
2020
Q4 | $627K | Buy |
13,076
+100
| +0.8% | +$4.8K | 0.05% | 304 |
|
|
2020
Q3 | $494K | Buy |
+12,976
| New | +$494K | 0.04% | 323 |
|
|
2020
Q2 | – | Sell |
-13,554
| Closed | -$418K | – | 350 |
|
|
2020
Q1 | $418K | Buy |
13,554
+1,067
| +9% | +$32.9K | 0.09% | 140 |
|
|
2019
Q4 | $703K | Hold |
12,487
| – | – | 0.15% | 94 |
|
|
2019
Q3 | $666K | Hold |
12,487
| – | – | 0.14% | 99 |
|
|
2019
Q2 | $613K | Sell |
12,487
-1,690
| -12% | -$83K | 0.13% | 122 |
|
|
2019
Q1 | $660K | Hold |
14,177
| – | – | 0.11% | 117 |
|
|
2018
Q4 | $614K | Buy |
+14,177
| New | +$614K | 0.16% | 86 |
|