Aldebaran Financial’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 | $353K | Buy |
8,211
+500
| +6% | +$21.5K | 0.39% | 54 |
|
|
2025
Q1 | $317K | Hold |
7,711
| – | – | 0.39% | 54 |
|
|
2024
Q4 | $334K | Buy |
7,711
+623
| +9% | +$27K | 0.39% | 58 |
|
|
2024
Q3 | $303K | Sell |
7,088
-227
| -3% | -$9.71K | 0.36% | 56 |
|
|
2024
Q2 | $284K | Buy |
7,315
+171
| +2% | +$6.64K | 0.37% | 53 |
|
|
2024
Q1 | $278K | Sell |
7,144
-500
| -7% | -$19.5K | 0.39% | 53 |
|
|
2023
Q4 | $282K | Sell |
7,644
-115
| -1% | -$4.25K | 0.42% | 51 |
|
|
2023
Q3 | $222K | Buy |
+7,759
| New | +$222K | 0.35% | 61 |
|
|
2023
Q2 | – | Sell |
-6,780
| Closed | -$231K | – | 73 |
|
|
2023
Q1 | $231K | Buy |
+6,780
| New | +$231K | 0.3% | 66 |
|