Williams Jones & Associates’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $222K | Sell |
4,525
-455
| -9% | -$22.3K | ﹤0.01% | 351 |
|
|
2019
Q1 | $232K | Hold |
4,980
| – | – | 0.01% | 360 |
|
|
2018
Q4 | $216K | Buy |
4,980
+455
| +10% | +$19.7K | 0.01% | 352 |
|
|
2018
Q3 | $220K | Buy |
4,525
+200
| +5% | +$9.72K | ﹤0.01% | 397 |
|
|
2018
Q2 | $218K | Buy |
4,325
+175
| +4% | +$8.82K | ﹤0.01% | 404 |
|
|
2018
Q1 | $216K | Buy |
+4,150
| New | +$216K | 0.01% | 402 |
|
|
2017
Q2 | – | Sell |
-5,352
| Closed | -$239K | – | 434 |
|
|
2017
Q1 | $239K | Buy |
+5,352
| New | +$239K | 0.01% | 362 |
|