Willingdon Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $615K | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.18M | Hold |
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|
2019
Q1 | $1.12M | Buy |
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|
2018
Q4 | $785K | Hold |
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|
2018
Q3 | $880K | Buy |
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|
2018
Q2 | $108K | Hold |
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|
2018
Q1 | $111K | Buy |
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|
2017
Q4 | $96K | Buy |
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|
2017
Q3 | $81K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $434K | Sell |
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|
2015
Q4 | $2.25M | Buy |
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|
2015
Q3 | $2.04M | Buy |
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|
2015
Q2 | $1.8M | Sell |
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|
2015
Q1 | $1.94M | Sell |
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|
2014
Q4 | $2.57M | Sell |
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|
2014
Q3 | $2.46M | Buy |
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|
2014
Q2 | $2.6M | Sell |
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|
2014
Q1 | $2.72M | Sell |
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|
2013
Q4 | $2.63M | Buy |
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