Warther Private Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,285
| Closed | -$924K | – | 62 |
|
|
2023
Q3 | $924K | Sell |
32,285
-94,221
| -74% | -$2.7M | 0.61% | 37 |
|
|
2023
Q2 | $3.84M | Buy |
126,506
+12,350
| +11% | +$375K | 2.61% | 10 |
|
|
2023
Q1 | $3.89M | Buy |
114,156
+81,065
| +245% | +$2.76M | 2.96% | 8 |
|
|
2022
Q4 | $1.42M | Buy |
+33,091
| New | +$1.42M | 1.07% | 30 |
|
|
2022
Q1 | – | Sell |
-3,408
| Closed | -$206K | – | 144 |
|
|
2021
Q4 | $206K | Hold |
3,408
| – | – | 0.15% | 120 |
|
|
2021
Q3 | $205K | Buy |
+3,408
| New | +$205K | 0.18% | 113 |
|