USCA RIA’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $5.27M | Buy |
94,996
+1,987
| +2% | +$110K | 0.32% | 92 |
|
|
2021
Q1 | $5.42M | Buy |
93,009
+36,758
| +65% | +$2.14M | 0.36% | 81 |
|
|
2020
Q4 | $2.7M | Sell |
56,251
-17,252
| -23% | -$827K | 0.19% | 111 |
|
|
2020
Q3 | $2.8M | Sell |
73,503
-2,019
| -3% | -$76.8K | 0.22% | 103 |
|
|
2020
Q2 | $2.84M | Sell |
75,522
-1,422
| -2% | -$53.4K | 0.25% | 90 |
|
|
2020
Q1 | $2.37M | Buy |
76,944
+35,200
| +84% | +$1.09M | 0.28% | 92 |
|
|
2019
Q4 | $2.35M | Buy |
41,744
+4,616
| +12% | +$260K | 0.21% | 148 |
|
|
2019
Q3 | $1.98M | Buy |
37,128
+621
| +2% | +$33.2K | 0.19% | 147 |
|
|
2019
Q2 | $1.79M | Sell |
36,507
-2,439
| -6% | -$120K | 0.18% | 149 |
|
|
2019
Q1 | $1.81M | Buy |
38,946
+15,554
| +66% | +$724K | 0.2% | 148 |
|
|
2018
Q4 | $1.01M | Buy |
23,392
+6,218
| +36% | +$269K | 0.13% | 180 |
|
|
2018
Q3 | $834K | Buy |
+17,174
| New | +$834K | 0.08% | 243 |
|
|
2018
Q2 | – | Sell |
-10,891
| Closed | -$567K | – | 472 |
|
|
2018
Q1 | $567K | Sell |
10,891
-31,289
| -74% | -$1.63M | 0.06% | 277 |
|
|
2017
Q4 | $2.1M | Buy |
+42,180
| New | +$2.1M | 0.23% | 123 |
|
|
2017
Q1 | – | Sell |
-28,127
| Closed | -$1.32M | – | 418 |
|
|
2016
Q4 | $1.32M | Buy |
28,127
+19,936
| +243% | +$938K | 0.2% | 146 |
|
|
2016
Q3 | $309K | Sell |
8,191
-19,438
| -70% | -$733K | 0.05% | 309 |
|
|
2016
Q2 | $984K | Buy |
27,629
+3,314
| +14% | +$118K | 0.17% | 160 |
|
|
2016
Q1 | $809K | Buy |
+24,315
| New | +$809K | 0.15% | 165 |
|