Zeke Capital Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $419K | Buy |
9,737
+737
| +8% | +$31.7K | 0.03% | 272 |
|
|
2022
Q3 | $391K | Sell |
9,000
-27
| -0.3% | -$1.17K | 0.03% | 252 |
|
|
2022
Q2 | $428K | Sell |
9,027
-105
| -1% | -$4.98K | 0.03% | 249 |
|
|
2022
Q1 | $518K | Buy |
+9,132
| New | +$518K | 0.03% | 222 |
|
|
2020
Q1 | – | Sell |
-28,955
| Closed | -$1.63M | – | 480 |
|
|
2019
Q4 | $1.63M | Buy |
28,955
+10,587
| +58% | +$596K | 0.14% | 127 |
|
|
2019
Q3 | $980K | Sell |
18,368
-198
| -1% | -$10.6K | 0.09% | 196 |
|
|
2019
Q2 | $912K | Buy |
18,566
+198
| +1% | +$9.73K | 0.09% | 205 |
|
|
2019
Q1 | $855K | Buy |
18,368
+128
| +0.7% | +$5.96K | 0.08% | 215 |
|
|
2018
Q4 | $790K | Sell |
18,240
-1,004
| -5% | -$43.5K | 0.08% | 242 |
|
|
2018
Q3 | $934K | Hold |
19,244
| – | – | 0.08% | 262 |
|
|
2018
Q2 | $971K | Sell |
19,244
-2,073
| -10% | -$105K | 0.09% | 190 |
|
|
2018
Q1 | $1.11M | Buy |
21,317
+5,813
| +37% | +$302K | 0.1% | 172 |
|
|
2017
Q4 | $771K | Buy |
15,504
+2,925
| +23% | +$145K | 0.08% | 203 |
|
|
2017
Q3 | $590K | Buy |
+12,579
| New | +$590K | 0.08% | 193 |
|
|
2017
Q2 | – | Sell |
-5,155
| Closed | -$230K | – | 314 |
|
|
2017
Q1 | $230K | Buy |
5,155
+582
| +13% | +$26K | 0.05% | 224 |
|
|
2016
Q4 | $215K | Buy |
+4,573
| New | +$215K | 0.06% | 175 |
|