TIA
Tiemann Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,211
| Closed | -$183K | – | 196 |
|
|
2022
Q3 | $183K | Sell |
4,211
-75
| -2% | -$3.26K | 0.12% | 179 |
|
|
2022
Q2 | $203K | Hold |
4,286
| – | – | 0.11% | 181 |
|
|
2022
Q1 | $243K | Sell |
4,286
-136
| -3% | -$7.71K | 0.11% | 177 |
|
|
2021
Q4 | $259K | Sell |
4,422
-54
| -1% | -$3.16K | 0.11% | 178 |
|
|
2021
Q3 | $263K | Sell |
4,476
-323
| -7% | -$19K | 0.13% | 165 |
|
|
2021
Q2 | $266K | Hold |
4,799
| – | – | 0.12% | 171 |
|
|
2021
Q1 | $280K | Sell |
4,799
-300
| -6% | -$17.5K | 0.14% | 162 |
|
|
2020
Q4 | $244K | Sell |
5,099
-218
| -4% | -$10.4K | 0.13% | 174 |
|
|
2020
Q3 | $202K | Hold |
5,317
| – | – | 0.13% | 177 |
|
|
2020
Q2 | $200K | Buy |
+5,317
| New | +$200K | 0.14% | 176 |
|
|
2020
Q1 | – | Sell |
-5,211
| Closed | -$293K | – | 179 |
|
|
2019
Q4 | $293K | Buy |
+5,211
| New | +$293K | 0.2% | 132 |
|