3IP
3Chopt Investment Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
17,397
+104
| +0.6% | +$4.47K | 0.18% | 108 |
|
|
2025
Q1 | $712K | Buy |
17,293
+5,660
| +49% | +$233K | 0.19% | 107 |
|
|
2024
Q4 | $505K | Buy |
+11,633
| New | +$505K | 0.17% | 69 |
|
|
2024
Q3 | – | Sell |
-8,525
| Closed | -$331K | – | 165 |
|
|
2024
Q2 | $331K | Buy |
+8,525
| New | +$331K | 0.1% | 152 |
|
|
2024
Q1 | – | Sell |
-8,198
| Closed | -$303K | – | 150 |
|
|
2023
Q4 | $303K | Buy |
+8,198
| New | +$303K | 0.11% | 145 |
|
|
2023
Q3 | – | Sell |
-8,971
| Closed | -$272K | – | 124 |
|
|
2023
Q2 | $272K | Sell |
8,971
-3,787
| -30% | -$115K | 0.14% | 119 |
|
|
2023
Q1 | $435K | Buy |
12,758
+98
| +0.8% | +$3.34K | 0.23% | 100 |
|
|
2022
Q4 | $545K | Buy |
+12,660
| New | +$545K | 0.3% | 76 |
|