Univest Financial’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-86,225
| Closed | -$4.05M | – | 134 |
|
|
2019
Q4 | $4.05M | Buy |
86,225
+72,570
| +531% | +$3.41M | 1.72% | 9 |
|
|
2019
Q3 | $729K | Sell |
13,655
-159
| -1% | -$8.49K | 0.23% | 61 |
|
|
2019
Q2 | $679K | Sell |
13,814
-152
| -1% | -$7.47K | 0.21% | 66 |
|
|
2019
Q1 | $650K | Buy |
13,966
+1,248
| +10% | +$58.1K | 0.21% | 66 |
|
|
2018
Q4 | $551K | Buy |
12,718
+1,276
| +11% | +$55.3K | 0.2% | 75 |
|
|
2018
Q3 | $555K | Sell |
11,442
-1,652
| -13% | -$80.1K | 0.17% | 71 |
|
|
2018
Q2 | $660K | Sell |
13,094
-2,364
| -15% | -$119K | 0.26% | 62 |
|
|
2018
Q1 | $804K | Sell |
15,458
-77,596
| -83% | -$4.04M | 0.35% | 54 |
|
|
2017
Q4 | $4.63M | Sell |
93,054
-82
| -0.1% | -$4.08K | 1.86% | 22 |
|
|
2017
Q3 | $4.37M | Buy |
93,136
+3,075
| +3% | +$144K | 1.85% | 21 |
|
|
2017
Q2 | $4.09M | Buy |
90,061
+727
| +0.8% | +$33K | 1.72% | 21 |
|
|
2017
Q1 | $3.99M | Buy |
89,334
+3,109
| +4% | +$139K | 1.75% | 17 |
|
|
2016
Q4 | $4.05M | Buy |
+86,225
| New | +$4.05M | 1.72% | 9 |
|
|
2014
Q2 | – | Sell |
-5,359
| Closed | -$215K | – | 83 |
|
|
2014
Q1 | $215K | Buy |
+5,359
| New | +$215K | 0.11% | 75 |
|
|
2013
Q4 | – | Sell |
-7,356
| Closed | -$248K | – | 82 |
|
|
2013
Q3 | $248K | Buy |
+7,356
| New | +$248K | 0.13% | 72 |
|