American Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $956K | Buy |
|
|||||
|
2025
Q2 | $851K | Buy |
|
|||||
|
2025
Q1 | $747K | Hold |
|
|||||
|
2024
Q4 | $787K | Sell |
|
|||||
|
2024
Q3 | $811K | Buy |
|
|||||
|
2024
Q2 | $734K | Hold |
|
|||||
|
2024
Q1 | $737K | Hold |
|
|||||
|
2023
Q4 | $698K | Hold |
|
|||||
|
2023
Q3 | $541K | Hold |
|
|||||
|
2023
Q2 | $574K | Hold |
|
|||||
|
2023
Q1 | $645K | Sell |
|
|||||
|
2022
Q4 | $936K | Sell |
|
|||||
|
2022
Q3 | $961K | Sell |
|
|||||
|
2022
Q2 | $1.05M | Sell |
|
|||||
|
2022
Q1 | $1.38M | Sell |
|
|||||
|
2021
Q4 | $1.45M | Buy |
|