Western Pacific Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,301
| Closed | -$55.6K | – | 265 |
|
|
2024
Q3 | $55.6K | Buy |
+1,301
| New | +$55.6K | 0.04% | 159 |
|
|
2023
Q4 | – | Sell |
-2,840
| Closed | -$81.3K | – | 278 |
|
|
2023
Q3 | $81.3K | Sell |
2,840
-428
| -13% | -$12.2K | 0.07% | 99 |
|
|
2023
Q2 | $99.2K | Buy |
3,268
+2,840
| +664% | +$86.2K | 0.08% | 80 |
|
|
2023
Q1 | $14.6K | Sell |
428
-862
| -67% | -$29.4K | 0.01% | 195 |
|
|
2022
Q4 | $55.5K | Buy |
1,290
+465
| +56% | +$20K | 0.05% | 127 |
|
|
2022
Q3 | $35K | Buy |
+825
| New | +$35K | 0.03% | 131 |
|