Transatlantique Private Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,483
| Closed | -$448K | – | 219 |
|
|
2024
Q3 | $448K | Sell |
10,483
-2,796
| -21% | -$120K | 0.17% | 160 |
|
|
2024
Q2 | $518K | Sell |
13,279
-1,323
| -9% | -$51.6K | 0.21% | 130 |
|
|
2024
Q1 | $569K | Sell |
14,602
-1,003
| -6% | -$39.1K | 0.25% | 135 |
|
|
2023
Q4 | $576K | Sell |
15,605
-3,412
| -18% | -$126K | 0.27% | 120 |
|
|
2023
Q3 | $544K | Sell |
19,017
-2,219
| -10% | -$63.5K | 0.29% | 115 |
|
|
2023
Q2 | $645K | Sell |
21,236
-5,343
| -20% | -$162K | 0.34% | 94 |
|
|
2023
Q1 | $906K | Buy |
26,579
+8,681
| +49% | +$296K | 0.5% | 61 |
|
|
2022
Q4 | $771K | Buy |
17,898
+493
| +3% | +$21.2K | 0.46% | 70 |
|
|
2022
Q3 | $758K | Buy |
17,405
+3,295
| +23% | +$144K | 0.51% | 61 |
|
|
2022
Q2 | $669K | Buy |
+14,110
| New | +$669K | 0.47% | 77 |
|