TAIM
TD Ameritrade Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,489
| Closed | -$258K | – | 438 |
|
|
2023
Q2 | $258K | Buy |
8,489
+1,685
| +25% | +$51.2K | ﹤0.01% | 148 |
|
|
2023
Q1 | $232K | Sell |
6,804
-2,277
| -25% | -$77.6K | ﹤0.01% | 167 |
|
|
2022
Q4 | $391K | Sell |
9,081
-3,122
| -26% | -$134K | ﹤0.01% | 148 |
|
|
2022
Q3 | $531K | Sell |
12,203
-2,999
| -20% | -$130K | 0.01% | 135 |
|
|
2022
Q2 | $721K | Sell |
15,202
-4,598
| -23% | -$218K | 0.01% | 132 |
|
|
2022
Q1 | $1.12M | Buy |
19,800
+1,513
| +8% | +$85.8K | 0.01% | 128 |
|
|
2021
Q4 | $1.07M | Buy |
18,287
+212
| +1% | +$12.4K | 0.01% | 127 |
|
|
2021
Q3 | $688K | Buy |
18,075
+1,553
| +9% | +$59.1K | 0.01% | 133 |
|
|
2021
Q2 | $917K | Buy |
16,522
+1,885
| +13% | +$105K | 0.01% | 123 |
|
|
2021
Q1 | $702K | Hold |
14,637
| – | – | 0.01% | 132 |
|
|
2020
Q4 | $702K | Sell |
14,637
-3,438
| -19% | -$165K | 0.01% | 132 |
|
|
2020
Q3 | $688K | Sell |
18,075
-1,697
| -9% | -$64.6K | 0.01% | 133 |
|
|
2020
Q2 | $742K | Sell |
19,772
-3,380
| -15% | -$127K | 0.01% | 131 |
|
|
2020
Q1 | $714K | Sell |
23,152
-2,546
| -10% | -$78.5K | 0.01% | 134 |
|
|
2019
Q4 | $1.45M | Sell |
25,698
-2,095
| -8% | -$118K | 0.01% | 113 |
|
|
2019
Q3 | $1.48M | Buy |
27,793
+5,112
| +23% | +$273K | 0.01% | 103 |
|
|
2019
Q2 | $1.11M | Buy |
22,681
+4,184
| +23% | +$206K | 0.01% | 112 |
|
|
2019
Q1 | $861K | Buy |
18,497
+6,259
| +51% | +$291K | 0.01% | 116 |
|
|
2018
Q4 | $530K | Buy |
12,238
+5,136
| +72% | +$222K | ﹤0.01% | 116 |
|
|
2018
Q3 | $345K | Buy |
7,102
+6,289
| +774% | +$306K | ﹤0.01% | 114 |
|
|
2018
Q2 | $41K | Buy |
+813
| New | +$41K | ﹤0.01% | 143 |
|