Truist Financial’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-135,942
| Closed | -$5.56M | – | 2723 |
|
|
2023
Q4 | $5.56M | Sell |
135,942
-4,043
| -3% | -$165K | 0.01% | 834 |
|
|
2023
Q3 | $4.39M | Sell |
139,985
-15,535
| -10% | -$488K | 0.01% | 881 |
|
|
2023
Q2 | $6.75M | Buy |
155,520
+10,516
| +7% | +$457K | 0.01% | 723 |
|
|
2023
Q1 | $4.7M | Buy |
145,004
+1,533
| +1% | +$49.7K | 0.01% | 846 |
|
|
2022
Q4 | $4.1M | Sell |
143,471
-24,811
| -15% | -$709K | 0.01% | 887 |
|
|
2022
Q3 | $5.36M | Buy |
168,282
+38,012
| +29% | +$1.21M | 0.01% | 755 |
|
|
2022
Q2 | $4.8M | Buy |
130,270
+27,614
| +27% | +$1.02M | 0.01% | 813 |
|
|
2022
Q1 | $10.2M | Buy |
102,656
+5,745
| +6% | +$570K | 0.02% | 628 |
|
|
2021
Q4 | $13.9M | Sell |
96,911
-3,522
| -4% | -$504K | 0.02% | 535 |
|
|
2021
Q3 | $12.7M | Buy |
100,433
+1,970
| +2% | +$249K | 0.02% | 554 |
|
|
2021
Q2 | $10.8M | Buy |
98,463
+7,544
| +8% | +$829K | 0.02% | 603 |
|
|
2021
Q1 | $9.12M | Buy |
90,919
+89,086
| +4,860% | +$8.94M | 0.02% | 622 |
|
|
2020
Q4 | $281K | Buy |
+1,833
| New | +$281K | ﹤0.01% | 2173 |
|