WR Wealth Planners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.9K | Sell |
250
-5
| -2% | -$217 | ﹤0.01% | 578 |
|
|
2024
Q3 | $10.9K | Sell |
255
-174
| -41% | -$7.44K | ﹤0.01% | 610 |
|
|
2024
Q2 | $16.7K | Sell |
429
-31
| -7% | -$1.2K | 0.01% | 476 |
|
|
2024
Q1 | $17.9K | Buy |
+460
| New | +$17.9K | 0.01% | 476 |
|
|
2023
Q4 | – | Sell |
-336
| Closed | -$9.63K | – | 791 |
|
|
2023
Q3 | $9.63K | Buy |
336
+4
| +1% | +$115 | ﹤0.01% | 577 |
|
|
2023
Q2 | $10.1K | Sell |
332
-275
| -45% | -$8.34K | ﹤0.01% | 574 |
|
|
2023
Q1 | $20.7K | Buy |
607
+282
| +87% | +$9.62K | 0.01% | 423 |
|
|
2022
Q4 | $14K | Buy |
325
+3
| +0.9% | +$129 | 0.01% | 240 |
|
|
2022
Q3 | $14K | Buy |
322
+3
| +0.9% | +$130 | 0.01% | 230 |
|
|
2022
Q2 | $15.1K | Buy |
319
+3
| +0.9% | +$142 | 0.01% | 250 |
|
|
2022
Q1 | $17.9K | Buy |
+316
| New | +$17.9K | 0.01% | 240 |
|