Woodley Farra Manion Portfolio Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,728
| Closed | -$102K | – | 359 |
|
|
2020
Q2 | $102K | Sell |
2,728
-130
| -5% | -$4.86K | 0.01% | 113 |
|
|
2020
Q1 | $88K | Sell |
2,858
-56,959
| -95% | -$1.75M | 0.01% | 121 |
|
|
2019
Q4 | $3.37M | Buy |
59,817
+3,542
| +6% | +$199K | 0.32% | 47 |
|
|
2019
Q3 | $3M | Sell |
56,275
-1,078
| -2% | -$57.5K | 0.31% | 46 |
|
|
2019
Q2 | $2.82M | Buy |
57,353
+793
| +1% | +$39K | 0.28% | 46 |
|
|
2019
Q1 | $2.63M | Sell |
56,560
-1,793
| -3% | -$83.4K | 0.29% | 46 |
|
|
2018
Q4 | $2.53M | Sell |
58,353
-5,205
| -8% | -$225K | 0.31% | 45 |
|
|
2018
Q3 | $3.09M | Sell |
63,558
-16,848
| -21% | -$818K | 0.32% | 46 |
|
|
2018
Q2 | $4.06M | Buy |
80,406
+719
| +0.9% | +$36.3K | 0.45% | 43 |
|
|
2018
Q1 | $4.15M | Buy |
+79,687
| New | +$4.15M | 0.47% | 41 |
|
|
2014
Q2 | – | Sell |
-5,300
| Closed | -$213K | – | 82 |
|
|
2014
Q1 | $213K | Buy |
+5,300
| New | +$213K | 0.04% | 77 |
|