Triad Financial Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $292K | Sell |
10,207
-110
| -1% | -$3.15K | 0.1% | 79 |
|
|
2023
Q2 | $313K | Sell |
10,317
-104
| -1% | -$3.16K | 0.13% | 70 |
|
|
2023
Q1 | $355K | Buy |
10,421
+143
| +1% | +$4.88K | 0.15% | 58 |
|
|
2022
Q4 | $442K | Sell |
10,278
-152
| -1% | -$6.54K | 0.2% | 54 |
|
|
2022
Q3 | $454K | Buy |
10,430
+142
| +1% | +$6.18K | 0.25% | 45 |
|
|
2022
Q2 | $488K | Sell |
10,288
-613
| -6% | -$29.1K | 0.27% | 43 |
|
|
2022
Q1 | $618K | Sell |
10,901
-49
| -0.4% | -$2.78K | 0.33% | 39 |
|
|
2021
Q4 | $641K | Buy |
+10,950
| New | +$641K | 0.38% | 39 |
|