Tyler-Stone Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,216
| Closed | -$47.3K | – | 835 |
|
|
2024
Q2 | $47.3K | Buy |
1,216
+16
| +1% | +$622 | 0.02% | 368 |
|
|
2024
Q1 | $46.8K | Buy |
1,200
+17
| +1% | +$663 | 0.02% | 365 |
|
|
2023
Q4 | $43.7K | Buy |
1,183
+18
| +2% | +$665 | 0.02% | 369 |
|
|
2023
Q3 | $33K | Buy |
+1,165
| New | +$33K | 0.02% | 402 |
|
|
2022
Q4 | $11K | Hold |
250
| – | – | 0.01% | 544 |
|
|
2022
Q3 | $11K | Hold |
250
| – | – | 0.01% | 525 |
|
|
2022
Q2 | $12K | Hold |
250
| – | – | 0.01% | 525 |
|
|
2022
Q1 | $14K | Sell |
250
-29
| -10% | -$1.62K | 0.01% | 519 |
|
|
2021
Q4 | $16K | Buy |
+279
| New | +$16K | 0.01% | 518 |
|