Wells Trecaso Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,500
| Closed | -$205K | – | 93 |
|
|
2021
Q4 | $205K | Hold |
3,500
| – | – | 0.09% | 86 |
|
|
2021
Q3 | $205K | Buy |
+3,500
| New | +$205K | 0.1% | 81 |
|
|
2021
Q2 | – | Sell |
-3,500
| Closed | -$204K | – | 87 |
|
|
2021
Q1 | $204K | Buy |
+3,500
| New | +$204K | 0.11% | 79 |
|
|
2018
Q1 | – | Sell |
-4,238
| Closed | -$211K | – | 69 |
|
|
2017
Q4 | $211K | Buy |
+4,238
| New | +$211K | 0.21% | 61 |
|