WFG Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $74K | Buy |
1,640
+4
| +0.2% | +$180 | 0.02% | 606 |
|
|
2017
Q1 | $73K | Buy |
1,636
+4
| +0.2% | +$178 | 0.02% | 570 |
|
|
2016
Q4 | $77K | Sell |
1,632
-59
| -3% | -$2.78K | 0.02% | 611 |
|
|
2016
Q3 | $64K | Sell |
1,691
-1,138
| -40% | -$43.1K | 0.02% | 644 |
|
|
2016
Q2 | $101K | Buy |
2,829
+1,623
| +135% | +$57.9K | 0.03% | 492 |
|
|
2016
Q1 | $40K | Sell |
1,206
-1,644
| -58% | -$54.5K | 0.01% | 724 |
|
|
2015
Q4 | $108K | Hold |
2,850
| – | – | 0.03% | 452 |
|
|
2015
Q3 | $101K | Buy |
2,850
+145
| +5% | +$5.14K | 0.03% | 470 |
|
|
2015
Q2 | $109K | Sell |
2,705
-12,270
| -82% | -$494K | 0.03% | 508 |
|
|
2015
Q1 | $584K | Sell |
14,975
-2,366
| -14% | -$92.3K | 0.16% | 142 |
|
|
2014
Q4 | $674K | Buy |
17,341
+55
| +0.3% | +$2.14K | 0.14% | 169 |
|
|
2014
Q3 | $643K | Buy |
17,286
+555
| +3% | +$20.6K | 0.12% | 203 |
|
|
2014
Q2 | $660K | Buy |
16,731
+1,036
| +7% | +$40.9K | 0.12% | 199 |
|
|
2014
Q1 | $630K | Buy |
15,695
+4,262
| +37% | +$171K | 0.13% | 195 |
|
|
2013
Q4 | $427K | Buy |
11,433
+7,255
| +174% | +$271K | 0.06% | 338 |
|
|
2013
Q3 | $141K | Buy |
4,178
+248
| +6% | +$8.37K | 0.02% | 589 |
|
|
2013
Q2 | $133K | Buy |
+3,930
| New | +$133K | 0.02% | 574 |
|