Wunderlich Capital Managemnt’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25,609
| Closed | -$1.23M | – | 86 |
|
|
2020
Q4 | $1.23M | Sell |
25,609
-81
| -0.3% | -$3.88K | 0.68% | 65 |
|
|
2020
Q3 | $978K | Sell |
25,690
-1,461
| -5% | -$55.6K | 0.6% | 67 |
|
|
2020
Q2 | $1.02M | Buy |
27,151
+217
| +0.8% | +$8.15K | 0.72% | 60 |
|
|
2020
Q1 | $831K | Sell |
26,934
-869
| -3% | -$26.8K | 0.68% | 59 |
|
|
2019
Q4 | $1.57M | Buy |
+27,803
| New | +$1.57M | 0.99% | 59 |
|
|
2015
Q1 | – | Sell |
-29,495
| Closed | -$1.15M | – | 85 |
|
|
2014
Q4 | $1.15M | Buy |
29,495
+1,630
| +6% | +$63.6K | 0.97% | 63 |
|
|
2014
Q3 | $1.03M | Buy |
27,865
+674
| +2% | +$24.9K | 0.93% | 73 |
|
|
2014
Q2 | $1.07M | Buy |
27,191
+241
| +0.9% | +$9.48K | 0.98% | 73 |
|
|
2014
Q1 | $1.08M | Buy |
+26,950
| New | +$1.08M | 1.02% | 64 |
|