Yorktown Management & Research Company’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,700
| Closed | -$221K | – | 416 |
|
|
2017
Q3 | $221K | Hold |
4,700
| – | – | 0.06% | 352 |
|
|
2017
Q2 | $213K | Hold |
4,700
| – | – | 0.07% | 283 |
|
|
2017
Q1 | $210K | Hold |
4,700
| – | – | 0.05% | 319 |
|
|
2016
Q4 | $221K | Buy |
+4,700
| New | +$221K | 0.06% | 318 |
|
|
2016
Q1 | – | Sell |
-5,800
| Closed | -$219K | – | 410 |
|
|
2015
Q4 | $219K | Hold |
5,800
| – | – | 0.04% | 349 |
|
|
2015
Q3 | $206K | Hold |
5,800
| – | – | 0.03% | 414 |
|
|
2015
Q2 | $234K | Hold |
5,800
| – | – | 0.04% | 394 |
|
|
2015
Q1 | $226K | Hold |
5,800
| – | – | 0.04% | 396 |
|
|
2014
Q4 | $226K | Sell |
5,800
-14,200
| -71% | -$553K | 0.05% | 351 |
|
|
2014
Q3 | $744K | Hold |
20,000
| – | – | 0.14% | 105 |
|
|
2014
Q2 | $788K | Sell |
20,000
-14,000
| -41% | -$552K | 0.15% | 107 |
|
|
2014
Q1 | $1.37M | Hold |
34,000
| – | – | 0.26% | 76 |
|
|
2013
Q4 | $1.27M | Buy |
34,000
+700
| +2% | +$26.1K | 0.26% | 81 |
|
|
2013
Q3 | $1.12M | Buy |
+33,300
| New | +$1.12M | 0.24% | 84 |
|