Weatherly Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,943
| Closed | -$243K | – | 186 |
|
|
2019
Q2 | $243K | Hold |
4,943
| – | – | 0.05% | 178 |
|
|
2019
Q1 | $230K | Sell |
4,943
-558
| -10% | -$26K | 0.05% | 178 |
|
|
2018
Q4 | $238K | Hold |
5,501
| – | – | 0.06% | 166 |
|
|
2018
Q3 | $267K | Hold |
5,501
| – | – | 0.05% | 172 |
|
|
2018
Q2 | $277K | Hold |
5,501
| – | – | 0.06% | 164 |
|
|
2018
Q1 | $286K | Hold |
5,501
| – | – | 0.07% | 165 |
|
|
2017
Q4 | $274K | Hold |
5,501
| – | – | 0.07% | 172 |
|
|
2017
Q3 | $258K | Hold |
5,501
| – | – | 0.07% | 165 |
|
|
2017
Q2 | $250K | Hold |
5,501
| – | – | 0.07% | 162 |
|
|
2017
Q1 | $246K | Hold |
5,501
| – | – | 0.07% | 158 |
|
|
2016
Q4 | $259K | Buy |
+5,501
| New | +$259K | 0.08% | 151 |
|
|
2014
Q3 | – | Sell |
-4,943
| Closed | -$195K | – | 182 |
|
|
2014
Q2 | $195K | Buy |
+4,943
| New | +$195K | 0.08% | 143 |
|