Altrius Capital 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 |
-6,127
| Closed | -$252K | – | 88 |
|
|
2025
Q1 | $252K | Hold |
6,127
| – | – | 0.06% | 82 |
|
|
2024
Q4 | $266K | Buy |
6,127
+1
| +0% | +$43 | 0.07% | 80 |
|
|
2024
Q3 | $262K | Sell |
6,126
-27
| -0.4% | -$1.16K | 0.07% | 83 |
|
|
2024
Q2 | $239K | Sell |
6,153
-280
| -4% | -$10.9K | 0.06% | 87 |
|
|
2024
Q1 | $251K | Buy |
6,433
+1
| +0% | +$39 | 0.06% | 87 |
|
|
2023
Q4 | $237K | Sell |
6,432
-1,999
| -24% | -$73.8K | 0.07% | 90 |
|
|
2023
Q3 | $241K | Hold |
8,431
| – | – | 0.07% | 90 |
|
|
2023
Q2 | $256K | Buy |
+8,431
| New | +$256K | 0.08% | 89 |
|
|
2023
Q1 | – | Sell |
-8,486
| Closed | -$365K | – | 93 |
|
|
2022
Q4 | $365K | Buy |
+8,486
| New | +$365K | 0.11% | 86 |
|