1620 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
6,368
+258
| +4% | +$11.1K | 0.19% | 129 |
|
|
2025
Q1 | $251K | Sell |
6,110
-53
| -0.9% | -$2.18K | 0.19% | 135 |
|
|
2024
Q4 | $267K | Sell |
6,163
-124
| -2% | -$5.38K | 0.2% | 134 |
|
|
2024
Q3 | $269K | Buy |
6,287
+104
| +2% | +$4.45K | 0.19% | 139 |
|
|
2024
Q2 | $240K | Sell |
6,183
-28
| -0.5% | -$1.09K | 0.18% | 143 |
|
|
2024
Q1 | $242K | Buy |
6,211
+13
| +0.2% | +$507 | 0.24% | 128 |
|
|
2023
Q4 | $229K | Sell |
6,198
-1,063
| -15% | -$39.2K | 0.25% | 125 |
|
|
2023
Q3 | $208K | Sell |
7,261
-67
| -0.9% | -$1.92K | 0.24% | 128 |
|
|
2023
Q2 | $222K | Sell |
7,328
-7
| -0.1% | -$212 | 0.24% | 123 |
|
|
2023
Q1 | $250K | Buy |
7,335
+208
| +3% | +$7.09K | 0.3% | 109 |
|
|
2022
Q4 | $307K | Buy |
7,127
+196
| +3% | +$8.43K | 0.37% | 95 |
|
|
2022
Q3 | $302K | Buy |
6,931
+195
| +3% | +$8.5K | 0.45% | 78 |
|
|
2022
Q2 | $319K | Buy |
6,736
+216
| +3% | +$10.2K | 0.44% | 80 |
|
|
2022
Q1 | $382K | Hold |
6,520
| – | – | 0.42% | 85 |
|
|
2021
Q4 | $382K | Buy |
+6,520
| New | +$382K | 0.43% | 81 |
|