Thomas J. Herzfeld Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-220
| Closed | -$6.29K | – | 329 |
|
|
2023
Q3 | $6.29K | Hold |
220
| – | – | ﹤0.01% | 220 |
|
|
2023
Q2 | $6.68K | Sell |
220
-71
| -24% | -$2.16K | ﹤0.01% | 212 |
|
|
2023
Q1 | $9.92K | Hold |
291
| – | – | ﹤0.01% | 160 |
|
|
2022
Q4 | $12.5K | Hold |
291
| – | – | 0.01% | 150 |
|
|
2022
Q3 | $13K | Buy |
291
+26
| +10% | +$1.16K | 0.01% | 136 |
|
|
2022
Q2 | $13K | Buy |
265
+44
| +20% | +$2.16K | 0.01% | 146 |
|
|
2022
Q1 | $13K | Hold |
221
| – | – | ﹤0.01% | 162 |
|
|
2021
Q4 | $13K | Hold |
221
| – | – | ﹤0.01% | 190 |
|
|
2021
Q3 | $13K | Hold |
221
| – | – | 0.01% | 172 |
|
|
2021
Q2 | $12K | Hold |
221
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $13K | Hold |
221
| – | – | 0.01% | 188 |
|
|
2020
Q4 | $11K | Hold |
221
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $9K | Hold |
221
| – | – | 0.01% | 160 |
|
|
2020
Q2 | $8K | Buy |
+221
| New | +$8K | ﹤0.01% | 203 |
|