Aigen Investment Management’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 | – | Sell |
-59,175
| Closed | -$2.44M | – | 1063 |
|
2025
Q1 | $2.44M | Buy |
+59,175
| New | +$2.44M | 0.39% | 56 |
|
2024
Q4 | – | Sell |
-19,473
| Closed | -$833K | – | 994 |
|
2024
Q3 | $833K | Buy |
19,473
+5,851
| +43% | +$250K | 0.16% | 183 |
|
2024
Q2 | $529K | Buy |
+13,622
| New | +$529K | 0.1% | 291 |
|
2024
Q1 | – | Sell |
-16,362
| Closed | -$604K | – | 1004 |
|
2023
Q4 | $604K | Sell |
16,362
-6,175
| -27% | -$228K | 0.11% | 272 |
|
2023
Q3 | $645K | Sell |
22,537
-50,440
| -69% | -$1.44M | 0.12% | 279 |
|
2023
Q2 | $2.21M | Buy |
+72,977
| New | +$2.21M | 0.33% | 78 |
|
2023
Q1 | – | Sell |
-13,570
| Closed | -$584K | – | 829 |
|
2022
Q4 | $584K | Buy |
+13,570
| New | +$584K | 0.08% | 240 |
|
2022
Q1 | – | Sell |
-5,260
| Closed | -$314K | – | 1062 |
|
2021
Q4 | $314K | Sell |
5,260
-4,978
| -49% | -$297K | 0.02% | 782 |
|
2021
Q3 | $600K | Buy |
+10,238
| New | +$600K | 0.12% | 223 |
|
2021
Q1 | – | Sell |
-79,977
| Closed | -$3.83M | – | 877 |
|
2020
Q4 | $3.83M | Buy |
+79,977
| New | +$3.83M | 0.5% | 37 |
|
2020
Q1 | – | Sell |
-2,607
| Closed | -$147K | – | 1563 |
|
2019
Q4 | $147K | Buy |
+2,607
| New | +$147K | 0.02% | 611 |
|