TrinityPoint Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,787
| Closed | -$249K | – | 295 |
|
|
2022
Q4 | $249K | Buy |
5,787
+165
| +3% | +$7.1K | 0.06% | 233 |
|
|
2022
Q3 | $245K | Buy |
5,622
+21
| +0.4% | +$915 | 0.06% | 230 |
|
|
2022
Q2 | $266K | Sell |
5,601
-101
| -2% | -$4.8K | 0.06% | 226 |
|
|
2022
Q1 | $323K | Hold |
5,702
| – | – | 0.06% | 238 |
|
|
2021
Q4 | $334K | Sell |
5,702
-18
| -0.3% | -$1.05K | 0.06% | 236 |
|
|
2021
Q3 | $335K | Buy |
5,720
+6
| +0.1% | +$351 | 0.06% | 223 |
|
|
2021
Q2 | $317K | Hold |
5,714
| – | – | 0.06% | 211 |
|
|
2021
Q1 | $333K | Hold |
5,714
| – | – | 0.08% | 191 |
|
|
2020
Q4 | $287K | Sell |
5,714
-65
| -1% | -$3.27K | 0.07% | 197 |
|
|
2020
Q3 | $220K | Buy |
+5,779
| New | +$220K | 0.06% | 201 |
|
|
2020
Q1 | – | Sell |
-4,292
| Closed | -$242K | – | 218 |
|
|
2019
Q4 | $242K | Buy |
4,292
+104
| +2% | +$5.86K | 0.08% | 190 |
|
|
2019
Q3 | $229K | Buy |
+4,188
| New | +$229K | 0.08% | 190 |
|