Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,298
| Closed | -$215K | – | 559 |
|
|
2023
Q1 | $215K | Buy |
6,298
+301
| +5% | +$10.3K | ﹤0.01% | 503 |
|
|
2022
Q4 | $258K | Sell |
5,997
-439
| -7% | -$18.9K | ﹤0.01% | 467 |
|
|
2022
Q3 | $280K | Sell |
6,436
-622
| -9% | -$27.1K | ﹤0.01% | 449 |
|
|
2022
Q2 | $335K | Buy |
7,058
+2,208
| +46% | +$105K | 0.01% | 435 |
|
|
2022
Q1 | $275K | Buy |
4,850
+268
| +6% | +$15.2K | ﹤0.01% | 429 |
|
|
2021
Q4 | $268K | Sell |
4,582
-337
| -7% | -$19.7K | ﹤0.01% | 414 |
|
|
2021
Q3 | $288K | Buy |
4,919
+309
| +7% | +$18.1K | ﹤0.01% | 406 |
|
|
2021
Q2 | $256K | Buy |
4,610
+46
| +1% | +$2.55K | ﹤0.01% | 431 |
|
|
2021
Q1 | $266K | Buy |
+4,564
| New | +$266K | ﹤0.01% | 416 |
|
|
2020
Q1 | – | Sell |
-4,213
| Closed | -$237K | – | 433 |
|
|
2019
Q4 | $237K | Buy |
4,213
+63
| +2% | +$3.54K | ﹤0.01% | 392 |
|
|
2019
Q3 | $221K | Buy |
+4,150
| New | +$221K | ﹤0.01% | 384 |
|