Wheatland Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $740K | Sell |
19,706
-150
| -0.8% | -$5.63K | 3.07% | 11 |
|
|
2020
Q1 | $612K | Sell |
19,856
-26,106
| -57% | -$805K | 3.11% | 13 |
|
|
2019
Q4 | $2.59M | Sell |
45,962
-19,965
| -30% | -$1.12M | 3.3% | 4 |
|
|
2019
Q3 | $3.52M | Sell |
65,927
-22,925
| -26% | -$1.22M | 3.2% | 5 |
|
|
2019
Q2 | $4.37M | Sell |
88,852
-700
| -0.8% | -$34.4K | 3.29% | 5 |
|
|
2019
Q1 | $4.17M | Sell |
89,552
-1,284
| -1% | -$59.7K | 3.18% | 5 |
|
|
2018
Q4 | $3.94M | Hold |
90,836
| – | – | 3.44% | 3 |
|
|
2018
Q3 | $4.41M | Buy |
90,836
+1,950
| +2% | +$94.6K | 3.31% | 4 |
|
|
2018
Q2 | $4.48M | Hold |
88,886
| – | – | 3.62% | 3 |
|
|
2018
Q1 | $4.63M | Hold |
88,886
| – | – | 3.82% | 3 |
|
|
2017
Q4 | $4.42M | Buy |
88,886
+300
| +0.3% | +$14.9K | 3.57% | 3 |
|
|
2017
Q3 | $4.16M | Sell |
88,586
-1,000
| -1% | -$46.9K | 3.56% | 3 |
|
|
2017
Q2 | $4.07M | Sell |
89,586
-3,100
| -3% | -$141K | 3.67% | 3 |
|
|
2017
Q1 | $4.14M | Sell |
92,686
-4,952
| -5% | -$221K | 3.7% | 3 |
|
|
2016
Q4 | $4.59M | Sell |
97,638
-404
| -0.4% | -$19K | 4.08% | 2 |
|
|
2016
Q3 | $3.7M | Hold |
98,042
| – | – | 3.48% | 3 |
|
|
2016
Q2 | $3.49M | Buy |
98,042
+75,169
| +329% | +$2.68M | 3.35% | 4 |
|
|
2016
Q1 | $761K | Buy |
22,873
+3,375
| +17% | +$112K | 0.78% | 46 |
|
|
2015
Q4 | $737K | Hold |
19,498
| – | – | 0.75% | 47 |
|
|
2015
Q3 | $694K | Buy |
+19,498
| New | +$694K | 0.75% | 47 |
|