Tradition Wealth 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
Q1 | – | Sell |
-626
| Closed | -$23K | – | 1104 |
|
|
2023
Q4 | $23K | Sell |
626
-106
| -14% | -$3.9K | ﹤0.01% | 804 |
|
|
2023
Q3 | $21K | Buy |
732
+85
| +13% | +$2.44K | ﹤0.01% | 836 |
|
|
2023
Q2 | $20K | Sell |
647
-151
| -19% | -$4.67K | ﹤0.01% | 887 |
|
|
2023
Q1 | $27K | Buy |
798
+23
| +3% | +$778 | ﹤0.01% | 766 |
|
|
2022
Q4 | $33K | Buy |
775
+12
| +2% | +$511 | ﹤0.01% | 638 |
|
|
2022
Q3 | $33K | Buy |
763
+16
| +2% | +$692 | 0.01% | 632 |
|
|
2022
Q2 | $35K | Buy |
747
+5
| +0.7% | +$234 | 0.01% | 538 |
|
|
2022
Q1 | $42K | Buy |
742
+5
| +0.7% | +$283 | 0.01% | 553 |
|
|
2021
Q4 | $43K | Buy |
737
+4
| +0.5% | +$233 | 0.01% | 563 |
|
|
2021
Q3 | $43K | Buy |
733
+189
| +35% | +$11.1K | 0.01% | 542 |
|
|
2021
Q2 | $30K | Buy |
544
+4
| +0.7% | +$221 | ﹤0.01% | 661 |
|
|
2021
Q1 | $31K | Buy |
540
+4
| +0.7% | +$230 | 0.01% | 544 |
|
|
2020
Q4 | $26K | Buy |
+536
| New | +$26K | 0.01% | 537 |
|