Wedgewood Investors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,711
| Closed | -$210K | – | 97 |
|
|
2022
Q1 | $210K | Hold |
3,711
| – | – | 0.25% | 94 |
|
|
2021
Q4 | $217K | Sell |
3,711
-436
| -11% | -$25.5K | 0.26% | 89 |
|
|
2021
Q3 | $243K | Hold |
4,147
| – | – | 0.32% | 83 |
|
|
2021
Q2 | $230K | Hold |
4,147
| – | – | 0.29% | 87 |
|
|
2021
Q1 | $242K | Sell |
4,147
-100
| -2% | -$5.84K | 0.3% | 82 |
|
|
2020
Q4 | $204K | Buy |
+4,247
| New | +$204K | 0.27% | 90 |
|
|
2020
Q1 | – | Sell |
-4,247
| Closed | -$239K | – | 84 |
|
|
2019
Q4 | $239K | Buy |
+4,247
| New | +$239K | 0.34% | 77 |
|