American Trust’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 | $851K | Buy |
19,802
+1,655
| +9% | +$71.1K | 0.08% | 123 |
|
|
2025
Q1 | $747K | Hold |
18,147
| – | – | 0.18% | 77 |
|
|
2024
Q4 | $787K | Sell |
18,147
-804
| -4% | -$34.9K | 0.06% | 139 |
|
|
2024
Q3 | $811K | Buy |
18,951
+47
| +0.2% | +$2.01K | 0.07% | 107 |
|
|
2024
Q2 | $734K | Hold |
18,904
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $737K | Hold |
18,904
| – | – | 0.06% | 118 |
|
|
2023
Q4 | $698K | Hold |
18,904
| – | – | 0.05% | 116 |
|
|
2023
Q3 | $541K | Hold |
18,904
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $574K | Hold |
18,904
| – | – | 0.04% | 203 |
|
|
2023
Q1 | $645K | Sell |
18,904
-2,838
| -13% | -$96.8K | 0.04% | 181 |
|
|
2022
Q4 | $936K | Sell |
21,742
-335
| -2% | -$14.4K | 0.09% | 131 |
|
|
2022
Q3 | $961K | Sell |
22,077
-120
| -0.5% | -$5.22K | 0.08% | 125 |
|
|
2022
Q2 | $1.05M | Sell |
22,197
-2,220
| -9% | -$105K | 0.08% | 124 |
|
|
2022
Q1 | $1.38M | Sell |
24,417
-299
| -1% | -$16.9K | 0.09% | 121 |
|
|
2021
Q4 | $1.45M | Buy |
+24,716
| New | +$1.45M | 0.11% | 83 |
|