Tarbox Family Office’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	-$59	﹤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%	-$20.1K	﹤0.01%	335
2020 Q1	$28K	Sell	913 -549	-38%	-$16.8K	0.01%	217
2019 Q4	$82K	Buy	1,462 +1,223	+512%	+$68.6K	0.02%	147
2019 Q3	$13K	Hold	239	–	–	﹤0.01%	303
2019 Q2	$12K	Buy	239 +41	+21%	+$2.06K	﹤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%	+$2.23K	﹤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%	-$3.42K	﹤0.01%	347
2015 Q4	$9K	Buy	251 +102	+68%	+$3.66K	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%	-$2.86K	0.01%	301
2014 Q3	$8K	Buy	220 +34	+18%	+$1.24K	0.01%	269
2014 Q2	$7K	Sell	186 -71	-28%	-$2.67K	0.01%	278
2014 Q1	$10K	Hold	257	–	–	0.01%	247
2013 Q4	$10K	Buy	+257	New	+$10K	0.01%	279