Wealthspire Advisors (Maryland)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Sell |
27,573
-530
| -2% | -$20.2K | 0.04% | 185 |
|
|
2020
Q2 | $1.06M | Sell |
28,103
-2,456
| -8% | -$92.2K | 0.08% | 151 |
|
|
2020
Q1 | $942K | Buy |
30,559
+117
| +0.4% | +$3.61K | 0.08% | 140 |
|
|
2019
Q4 | $1.71M | Buy |
30,442
+16,003
| +111% | +$901K | 0.12% | 109 |
|
|
2019
Q3 | $771K | Sell |
14,439
-78
| -0.5% | -$4.17K | 0.06% | 183 |
|
|
2019
Q2 | $713K | Sell |
14,517
-459
| -3% | -$22.5K | 0.05% | 190 |
|
|
2019
Q1 | $697K | Buy |
14,976
+857
| +6% | +$39.9K | 0.05% | 196 |
|
|
2018
Q4 | $612K | Buy |
14,119
+132
| +0.9% | +$5.72K | 0.05% | 185 |
|
|
2018
Q3 | $679K | Sell |
13,987
-1,131
| -7% | -$54.9K | 0.06% | 193 |
|
|
2018
Q2 | $763K | Buy |
15,118
+784
| +5% | +$39.6K | 0.07% | 165 |
|
|
2018
Q1 | $746K | Sell |
14,334
-111
| -0.8% | -$5.78K | 0.07% | 171 |
|
|
2017
Q4 | $718K | Buy |
14,445
+728
| +5% | +$36.2K | 0.07% | 184 |
|
|
2017
Q3 | $644K | Sell |
13,717
-93
| -0.7% | -$4.37K | 0.07% | 197 |
|
|
2017
Q2 | $627K | Buy |
13,810
+6,305
| +84% | +$286K | 0.07% | 183 |
|
|
2017
Q1 | $335K | Sell |
7,505
-76
| -1% | -$3.39K | 0.05% | 265 |
|
|
2016
Q4 | $356K | Buy |
7,581
+125
| +2% | +$5.87K | 0.05% | 239 |
|
|
2016
Q3 | $281K | Sell |
7,456
-511
| -6% | -$19.3K | 0.04% | 290 |
|
|
2016
Q2 | $284K | Buy |
7,967
+315
| +4% | +$11.2K | 0.05% | 267 |
|
|
2016
Q1 | $255K | Sell |
7,652
-746
| -9% | -$24.9K | 0.05% | 294 |
|
|
2015
Q4 | $318K | Buy |
+8,398
| New | +$318K | 0.06% | 243 |
|