Unified Trust Company’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.27M | Hold |
21,717
| – | – | 0.38% | 53 |
|
|
2021
Q2 | $1.21M | Hold |
21,717
| – | – | 0.36% | 50 |
|
|
2021
Q1 | $1.27M | Sell |
21,717
-2,410
| -10% | -$140K | 0.41% | 49 |
|
|
2020
Q4 | $1.26M | Sell |
24,127
-250
| -1% | -$13K | 0.73% | 35 |
|
|
2020
Q3 | $927K | Sell |
24,377
-3,385
| -12% | -$129K | 0.66% | 35 |
|
|
2020
Q2 | $1.04M | Sell |
27,762
-370
| -1% | -$13.9K | 0.78% | 34 |
|
|
2020
Q1 | $867K | Sell |
28,132
-221
| -0.8% | -$6.81K | 0.58% | 37 |
|
|
2019
Q4 | $1.6M | Buy |
28,353
+1,979
| +8% | +$111K | 0.99% | 36 |
|
|
2019
Q3 | $1.41M | Sell |
26,374
-1,182
| -4% | -$63.1K | 0.94% | 37 |
|
|
2019
Q2 | $1.35M | Hold |
27,556
| – | – | 0.94% | 35 |
|
|
2019
Q1 | $1.28M | Sell |
27,556
-2,552
| -8% | -$119K | 0.96% | 35 |
|
|
2018
Q4 | $1.3M | Buy |
+30,108
| New | +$1.3M | 1.19% | 35 |
|