Truist Financial’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,983
| Closed | -$518K | – | 2702 |
|
|
2023
Q3 | $518K | Sell |
8,983
-1,768
| -16% | -$102K | ﹤0.01% | 1900 |
|
|
2023
Q2 | $643K | Sell |
10,751
-2,817
| -21% | -$169K | ﹤0.01% | 1818 |
|
|
2023
Q1 | $656K | Buy |
+13,568
| New | +$656K | ﹤0.01% | 1797 |
|
|
2022
Q1 | – | Sell |
-7,357
| Closed | -$323K | – | 2801 |
|
|
2021
Q4 | $323K | Buy |
7,357
+12
| +0.2% | +$527 | ﹤0.01% | 2278 |
|
|
2021
Q3 | $309K | Sell |
7,345
-1,697
| -19% | -$71.4K | ﹤0.01% | 2302 |
|
|
2021
Q2 | $431K | Buy |
+9,042
| New | +$431K | ﹤0.01% | 2136 |
|
|
2020
Q4 | – | Sell |
-15,487
| Closed | -$300K | – | 2598 |
|
|
2020
Q3 | $300K | Sell |
15,487
-4,011
| -21% | -$77.7K | ﹤0.01% | 1995 |
|
|
2020
Q2 | $366K | Buy |
19,498
+9,251
| +90% | +$174K | ﹤0.01% | 1796 |
|
|
2020
Q1 | $147K | Buy |
10,247
+870
| +9% | +$12.5K | ﹤0.01% | 2162 |
|
|
2019
Q4 | $280K | Buy |
+9,377
| New | +$280K | ﹤0.01% | 2161 |
|
|
2014
Q2 | – | Sell |
-4,978
| Closed | -$221K | – | 801 |
|
|
2014
Q1 | $221K | Buy |
+4,978
| New | +$221K | 0.01% | 723 |
|