YHB Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-80,861
| Closed | -$2.45M | – | 285 |
|
|
2023
Q2 | $2.45M | Sell |
80,861
-3,041
| -4% | -$92.3K | 0.23% | 101 |
|
|
2023
Q1 | $2.86M | Buy |
83,902
+1,332
| +2% | +$45.4K | 0.29% | 92 |
|
|
2022
Q4 | $3.55M | Sell |
82,570
-305
| -0.4% | -$13.1K | 0.38% | 76 |
|
|
2022
Q3 | $3.61M | Sell |
82,875
-1,402
| -2% | -$61K | 0.4% | 68 |
|
|
2022
Q2 | $4M | Sell |
84,277
-1,164
| -1% | -$55.2K | 0.42% | 68 |
|
|
2022
Q1 | $4.84M | Sell |
85,441
-676
| -0.8% | -$38.3K | 0.43% | 67 |
|
|
2021
Q4 | $5.04M | Buy |
86,117
+822
| +1% | +$48.1K | 0.4% | 65 |
|
|
2021
Q3 | $5M | Buy |
85,295
+1,498
| +2% | +$87.9K | 0.43% | 61 |
|
|
2021
Q2 | $4.65M | Buy |
83,797
+1,779
| +2% | +$98.7K | 0.4% | 67 |
|
|
2021
Q1 | $4.74M | Sell |
82,018
-1,550
| -2% | -$89.7K | 0.41% | 66 |
|
|
2020
Q4 | $4.01M | Sell |
83,568
-473
| -0.6% | -$22.7K | 0.38% | 72 |
|
|
2020
Q3 | $3.2M | Sell |
84,041
-24,178
| -22% | -$920K | 0.35% | 72 |
|
|
2020
Q2 | $4.06M | Buy |
108,219
+5,622
| +5% | +$211K | 0.59% | 52 |
|
|
2020
Q1 | $3.16M | Buy |
102,597
+6,407
| +7% | +$198K | 0.55% | 53 |
|
|
2019
Q4 | $5.42M | Buy |
+96,190
| New | +$5.42M | 0.77% | 42 |
|