Westside Investment 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
Q1 | – | Sell |
-994
| Closed | -$36.7K | – | 911 |
|
|
2023
Q4 | $36.7K | Hold |
994
| – | – | 0.01% | 401 |
|
|
2023
Q3 | $28.4K | Hold |
994
| – | – | 0.01% | 433 |
|
|
2023
Q2 | $30.2K | Sell |
994
-76
| -7% | -$2.31K | 0.01% | 433 |
|
|
2023
Q1 | $36.5K | Hold |
1,070
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $46 | Hold |
1,070
| – | – | ﹤0.01% | 420 |
|
|
2022
Q3 | $46 | Hold |
1,070
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $50 | Hold |
1,070
| – | – | ﹤0.01% | 409 |
|
|
2022
Q1 | $60 | Hold |
1,070
| – | – | ﹤0.01% | 400 |
|
|
2021
Q4 | $62 | Hold |
1,070
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $62 | Hold |
1,070
| – | – | ﹤0.01% | 377 |
|
|
2021
Q2 | $59 | Hold |
1,070
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $62 | Hold |
1,070
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $51 | Hold |
1,070
| – | – | ﹤0.01% | 343 |
|
|
2020
Q3 | $40 | Hold |
1,070
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $40 | Hold |
1,070
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $32 | Buy |
+1,070
| New | +$32 | ﹤0.01% | 368 |
|
|
2019
Q2 | $48 | Buy |
+994
| New | +$48 | ﹤0.01% | 318 |
|
|
2018
Q4 | $43.1K | Hold |
994
| – | – | 0.02% | 308 |
|
|
2018
Q3 | $48.1K | Hold |
994
| – | – | 0.02% | 264 |
|
|
2018
Q2 | $50.9K | Hold |
994
| – | – | 0.02% | 295 |
|
|
2018
Q1 | $50.6K | Hold |
994
| – | – | 0.03% | 281 |
|
|
2017
Q4 | $51.2K | Hold |
994
| – | – | 0.03% | 280 |
|
|
2017
Q3 | $47.2K | Hold |
994
| – | – | 0.03% | 276 |
|
|
2017
Q2 | $45.1K | Hold |
994
| – | – | 0.03% | 273 |
|
|
2017
Q1 | $43.7K | Hold |
994
| – | – | 0.02% | 273 |
|
|
2016
Q4 | $46.5K | Buy |
+994
| New | +$46.5K | 0.03% | 190 |
|