Tradewinds Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-309
| Closed | -$12K | – | 650 |
|
|
2024
Q2 | $12K | Buy |
309
+5
| +2% | +$194 | ﹤0.01% | 316 |
|
|
2024
Q1 | $11.9K | Buy |
304
+4
| +1% | +$156 | ﹤0.01% | 298 |
|
|
2023
Q4 | $11.1K | Hold |
300
| – | – | ﹤0.01% | 241 |
|
|
2023
Q3 | $8.58K | Buy |
+300
| New | +$8.58K | ﹤0.01% | 249 |
|
|
2019
Q4 | – | Sell |
-215
| Closed | -$11K | – | 702 |
|
|
2019
Q3 | $11K | Buy |
+215
| New | +$11K | ﹤0.01% | 365 |
|