TCWP’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,731
| Closed | -$290K | – | 285 |
|
|
2022
Q4 | $290K | Buy |
6,731
+496
| +8% | +$21.3K | 0.06% | 214 |
|
|
2022
Q3 | $271K | Sell |
6,235
-302
| -5% | -$13.1K | 0.06% | 211 |
|
|
2022
Q2 | $310K | Sell |
6,537
-629
| -9% | -$29.8K | 0.07% | 198 |
|
|
2022
Q1 | $406K | Buy |
7,166
+400
| +6% | +$22.7K | 0.07% | 180 |
|
|
2021
Q4 | $396K | Buy |
+6,766
| New | +$396K | 0.08% | 173 |
|