Wills Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,043
| Closed | -$382K | – | 59 |
|
|
2020
Q3 | $382K | Sell |
10,043
-2,170
| -18% | -$82.5K | 0.22% | 46 |
|
|
2020
Q2 | $459K | Sell |
12,213
-360
| -3% | -$13.5K | 0.29% | 43 |
|
|
2020
Q1 | $388K | Sell |
12,573
-1,170
| -9% | -$36.1K | 0.28% | 44 |
|
|
2019
Q4 | $774K | Sell |
13,743
-19
| -0.1% | -$1.07K | 0.44% | 45 |
|
|
2019
Q3 | $734K | Buy |
13,762
+80
| +0.6% | +$4.27K | 0.47% | 41 |
|
|
2019
Q2 | $672K | Buy |
13,682
+72
| +0.5% | +$3.54K | 0.44% | 42 |
|
|
2019
Q1 | $633K | Buy |
13,610
+65
| +0.5% | +$3.02K | 0.43% | 42 |
|
|
2018
Q4 | $586K | Sell |
13,545
-133
| -1% | -$5.75K | 0.45% | 45 |
|
|
2018
Q3 | $663K | Buy |
13,678
+64
| +0.5% | +$3.1K | 0.44% | 47 |
|
|
2018
Q2 | $686K | Sell |
13,614
-528
| -4% | -$26.6K | 0.5% | 46 |
|
|
2018
Q1 | $735K | Sell |
14,142
-232
| -2% | -$12.1K | 0.54% | 48 |
|
|
2017
Q4 | $714K | Sell |
14,374
-261
| -2% | -$13K | 0.5% | 47 |
|
|
2017
Q3 | $687K | Sell |
14,635
-952
| -6% | -$44.7K | 0.51% | 46 |
|
|
2017
Q2 | $708K | Sell |
15,587
-960
| -6% | -$43.6K | 0.53% | 47 |
|
|
2017
Q1 | $740K | Buy |
16,547
+198
| +1% | +$8.86K | 0.57% | 45 |
|
|
2016
Q4 | $769K | Buy |
16,349
+1,442
| +10% | +$67.8K | 0.63% | 42 |
|
|
2016
Q3 | $562K | Sell |
14,907
-2,680
| -15% | -$101K | 0.49% | 46 |
|
|
2016
Q2 | $626K | Sell |
17,587
-43
| -0.2% | -$1.53K | 0.52% | 45 |
|
|
2016
Q1 | $586K | Buy |
17,630
+2,289
| +15% | +$76.1K | 0.51% | 45 |
|
|
2015
Q4 | $580K | Sell |
15,341
-151
| -1% | -$5.71K | 0.51% | 47 |
|
|
2015
Q3 | $551K | Buy |
15,492
+91
| +0.6% | +$3.24K | 0.51% | 49 |
|
|
2015
Q2 | $620K | Buy |
15,401
+1,200
| +8% | +$48.3K | 0.53% | 46 |
|
|
2015
Q1 | $553K | Buy |
14,201
+1,497
| +12% | +$58.3K | 0.46% | 51 |
|
|
2014
Q4 | $494K | Sell |
12,704
-169
| -1% | -$6.57K | 0.4% | 53 |
|
|
2014
Q3 | $479K | Sell |
12,873
-2,919
| -18% | -$109K | 0.41% | 53 |
|
|
2014
Q2 | $623K | Buy |
15,792
+41
| +0.3% | +$1.62K | 0.52% | 48 |
|
|
2014
Q1 | $632K | Buy |
15,751
+2,684
| +21% | +$108K | 0.6% | 46 |
|
|
2013
Q4 | $487K | Buy |
+13,067
| New | +$487K | 0.5% | 48 |
|