TAM
Townsend Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,055
| Closed | -$230K | – | 229 |
|
|
2022
Q1 | $230K | Buy |
4,055
+8
| +0.2% | +$454 | 0.11% | 132 |
|
|
2021
Q4 | $237K | Sell |
4,047
-1,492
| -27% | -$87.4K | 0.11% | 132 |
|
|
2021
Q3 | $325K | Sell |
5,539
-108
| -2% | -$6.34K | 0.17% | 103 |
|
|
2021
Q2 | $313K | Sell |
5,647
-360
| -6% | -$20K | 0.17% | 107 |
|
|
2021
Q1 | $350K | Sell |
6,007
-512
| -8% | -$29.8K | 0.22% | 97 |
|
|
2020
Q4 | $312K | Buy |
6,519
+17
| +0.3% | +$814 | 0.21% | 99 |
|
|
2020
Q3 | $247K | Sell |
6,502
-128
| -2% | -$4.86K | 0.2% | 111 |
|
|
2020
Q2 | $249K | Sell |
6,630
-11
| -0.2% | -$413 | 0.2% | 109 |
|
|
2020
Q1 | $205K | Buy |
6,641
+15
| +0.2% | +$463 | 0.21% | 108 |
|
|
2019
Q4 | $373K | Buy |
+6,626
| New | +$373K | 0.3% | 87 |
|