SAM
Symphony Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-19,210
| Closed | -$1M | – | 280 |
|
|
2018
Q2 | $1M | Sell |
19,210
-4,820
| -20% | -$251K | 0.2% | 111 |
|
|
2018
Q1 | $1.25M | Buy |
+24,030
| New | +$1.25M | 0.16% | 148 |
|
|
2015
Q2 | – | Sell |
-8,316
| Closed | -$324K | – | 487 |
|
|
2015
Q1 | $324K | Buy |
+8,316
| New | +$324K | 0.04% | 409 |
|