Woodward Diversified Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,943
| Closed | -$342K | – | 143 |
|
|
2022
Q4 | $342K | Sell |
7,943
-791
| -9% | -$34K | 0.28% | 93 |
|
|
2022
Q3 | $380K | Sell |
8,734
-207
| -2% | -$9.01K | 0.31% | 79 |
|
|
2022
Q2 | $424K | Buy |
8,941
+952
| +12% | +$45.1K | 0.32% | 79 |
|
|
2022
Q1 | $453K | Buy |
7,989
+1,074
| +16% | +$60.9K | 0.3% | 87 |
|
|
2021
Q4 | $405K | Buy |
6,915
+819
| +13% | +$48K | 0.24% | 109 |
|
|
2021
Q3 | $358K | Buy |
6,096
+473
| +8% | +$27.8K | 0.22% | 115 |
|
|
2021
Q2 | $312K | Buy |
5,623
+633
| +13% | +$35.1K | 0.18% | 138 |
|
|
2021
Q1 | $291K | Buy |
+4,990
| New | +$291K | 0.17% | 142 |
|