Tarbox Family Office’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-374
| Closed | -$21K | – | 884 |
|
|
2022
Q1 | $21K | Hold |
374
| – | – | ﹤0.01% | 278 |
|
|
2021
Q4 | $22K | Sell |
374
-1
| -0.3% | -$61 | ﹤0.01% | 339 |
|
|
2021
Q3 | $22K | Hold |
375
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $21K | Hold |
375
| – | – | ﹤0.01% | 366 |
|
|
2021
Q1 | $22K | Hold |
375
| – | – | ﹤0.01% | 304 |
|
|
2020
Q4 | $18K | Hold |
375
| – | – | ﹤0.01% | 320 |
|
|
2020
Q3 | $14K | Hold |
375
| – | – | ﹤0.01% | 341 |
|
|
2020
Q2 | $14K | Sell |
375
-538
| -59% | -$19.4K | ﹤0.01% | 335 |
|
|
2020
Q1 | $28K | Sell |
913
-549
| -38% | -$26K | 0.01% | 217 |
|
|
2019
Q4 | $82K | Buy |
1,462
+1,223
| +512% | +$66.2K | 0.02% | 147 |
|
|
2019
Q3 | $13K | Hold |
239
| – | – | ﹤0.01% | 303 |
|
|
2019
Q2 | $12K | Buy |
239
+41
| +21% | +$2.01K | ﹤0.01% | 316 |
|
|
2019
Q1 | $9K | Hold |
198
| – | – | ﹤0.01% | 328 |
|
|
2018
Q4 | $9K | Hold |
198
| – | – | ﹤0.01% | 310 |
|
|
2018
Q3 | $10K | Hold |
198
| – | – | ﹤0.01% | 322 |
|
|
2018
Q2 | $10K | Hold |
198
| – | – | ﹤0.01% | 308 |
|
|
2018
Q1 | $10K | Hold |
198
| – | – | ﹤0.01% | 320 |
|
|
2017
Q4 | $10K | Hold |
198
| – | – | ﹤0.01% | 314 |
|
|
2017
Q3 | $9K | Buy |
198
+49
| +33% | +$2.25K | ﹤0.01% | 322 |
|
|
2017
Q2 | $7K | Hold |
149
| – | – | ﹤0.01% | 336 |
|
|
2017
Q1 | $7K | Hold |
149
| – | – | ﹤0.01% | 331 |
|
|
2016
Q4 | $7K | Hold |
149
| – | – | ﹤0.01% | 297 |
|
|
2016
Q3 | $6K | Hold |
149
| – | – | ﹤0.01% | 308 |
|
|
2016
Q2 | $5K | Hold |
149
| – | – | ﹤0.01% | 327 |
|
|
2016
Q1 | $5K | Sell |
149
-102
| -41% | -$3.39K | ﹤0.01% | 347 |
|
|
2015
Q4 | $9K | Buy |
251
+102
| +68% | +$3.84K | 0.01% | 250 |
|
|
2015
Q3 | $5K | Hold |
149
| – | – | ﹤0.01% | 329 |
|
|
2015
Q2 | $6K | Hold |
149
| – | – | 0.01% | 295 |
|
|
2015
Q1 | $6K | Hold |
149
| – | – | 0.01% | 304 |
|
|
2014
Q4 | $6K | Sell |
149
-71
| -32% | -$2.67K | 0.01% | 301 |
|
|
2014
Q3 | $8K | Buy |
220
+34
| +18% | +$1.28K | 0.01% | 269 |
|
|
2014
Q2 | $7K | Sell |
186
-71
| -28% | -$2.72K | 0.01% | 278 |
|
|
2014
Q1 | $10K | Hold |
257
| – | – | 0.01% | 247 |
|
|
2013
Q4 | $10K | Buy |
+257
| New | +$8.88K | 0.01% | 279 |
|
Other funds holding TFC
Tarbox Family Office's TFC Position: Q2 2022 in Review
Tarbox Family Office sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 374 shares — an estimated $21K sold.
Tarbox Family Office first reported a position in TFC in Q4 2013 and held it in 34 quarters. The position peaked at $82K in Q4 2019. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.
- Tarbox Family Office reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 374 Truist Financial shares in Q2 2022, an estimated $21K.
- Tarbox Family Office first reported a position in Truist Financial in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's Truist Financial position peaked at $82K in Q4 2019.
- 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.