Wealthfront’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.81M | Buy |
37,342
+2,427
| +7% | +$118K | 0.02% | 138 |
|
|
2018
Q2 | $1.76M | Buy |
34,915
+460
| +1% | +$23.2K | 0.02% | 140 |
|
|
2018
Q1 | $1.79M | Buy |
34,455
+4,678
| +16% | +$243K | 0.02% | 149 |
|
|
2017
Q4 | $1.48M | Buy |
29,777
+2,137
| +8% | +$106K | 0.02% | 164 |
|
|
2017
Q3 | $1.3M | Buy |
27,640
+6,746
| +32% | +$317K | 0.02% | 150 |
|
|
2017
Q2 | $949K | Buy |
20,894
+3,885
| +23% | +$176K | 0.01% | 157 |
|
|
2017
Q1 | $760K | Buy |
17,009
+363
| +2% | +$16.2K | 0.01% | 160 |
|
|
2016
Q4 | $783K | Buy |
16,646
+1,343
| +9% | +$63.2K | 0.02% | 139 |
|
|
2016
Q3 | $577K | Buy |
15,303
+808
| +6% | +$30.5K | 0.01% | 163 |
|
|
2016
Q2 | $516K | Buy |
14,495
+7,154
| +97% | +$255K | 0.01% | 167 |
|
|
2016
Q1 | $244K | Sell |
7,341
-1,276
| -15% | -$42.4K | 0.01% | 279 |
|
|
2015
Q4 | $326K | Buy |
8,617
+3,579
| +71% | +$135K | 0.01% | 200 |
|
|
2015
Q3 | $179K | Sell |
5,038
-1,386
| -22% | -$49.2K | 0.01% | 297 |
|
|
2015
Q2 | $259K | Buy |
6,424
+1,159
| +22% | +$46.7K | 0.01% | 215 |
|
|
2015
Q1 | $205K | Sell |
5,265
-1,113
| -17% | -$43.3K | 0.01% | 240 |
|
|
2014
Q4 | $248K | Buy |
6,378
+3,945
| +162% | +$153K | 0.01% | 161 |
|
|
2014
Q3 | $91K | Sell |
2,433
-420
| -15% | -$15.7K | 0.01% | 298 |
|
|
2014
Q2 | $114K | Sell |
2,853
-474
| -14% | -$18.9K | 0.01% | 196 |
|
|
2014
Q1 | $135K | Buy |
+3,327
| New | +$135K | 0.02% | 90 |
|