American Capital Advisory’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 | $194K | Buy |
4,506
+30
| +0.7% | +$1.29K | 0.1% | 92 |
|
|
2025
Q1 | $184K | Sell |
4,476
-400
| -8% | -$16.5K | 0.1% | 96 |
|
|
2024
Q4 | $212K | Hold |
4,876
| – | – | 0.12% | 93 |
|
|
2024
Q3 | $209K | Buy |
4,876
+850
| +21% | +$36.4K | 0.12% | 90 |
|
|
2024
Q2 | $149K | Sell |
4,026
-390
| -9% | -$14.4K | 0.11% | 94 |
|
|
2024
Q1 | $151K | Buy |
4,416
+390
| +10% | +$13.3K | 0.13% | 94 |
|
|
2023
Q4 | $149K | Buy |
+4,026
| New | +$149K | 0.11% | 94 |
|