True North 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
Q2 | – | Sell |
-23,728
| Closed | -$809K | – | 234 |
|
|
2023
Q1 | $809K | Buy |
23,728
+205
| +0.9% | +$6.99K | 0.24% | 90 |
|
|
2022
Q4 | $1.01M | Buy |
23,523
+32
| +0.1% | +$1.38K | 0.35% | 76 |
|
|
2022
Q3 | $1.02M | Sell |
23,491
-332
| -1% | -$14.4K | 0.34% | 74 |
|
|
2022
Q2 | $1.13M | Sell |
23,823
-3,228
| -12% | -$153K | 0.35% | 71 |
|
|
2022
Q1 | $1.53M | Sell |
27,051
-99
| -0.4% | -$5.61K | 0.41% | 54 |
|
|
2021
Q4 | $1.59M | Buy |
27,150
+1,948
| +8% | +$114K | 0.27% | 80 |
|
|
2021
Q3 | $1.48M | Buy |
25,202
+724
| +3% | +$42.5K | 0.29% | 77 |
|
|
2021
Q2 | $1.36M | Buy |
24,478
+134
| +0.6% | +$7.43K | 0.28% | 76 |
|
|
2021
Q1 | $1.42M | Hold |
24,344
| – | – | 0.34% | 69 |
|
|
2020
Q4 | $1.17M | Sell |
24,344
-1,129
| -4% | -$54.1K | 0.3% | 74 |
|
|
2020
Q3 | $969K | Buy |
25,473
+216
| +0.9% | +$8.22K | 0.28% | 76 |
|
|
2020
Q2 | $948K | Buy |
+25,257
| New | +$948K | 0.23% | 82 |
|