Annis Gardner Whiting Capital Advisors’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 | $499K | Buy |
11,607
+494
| +4% | +$21.2K | 0.17% | 113 |
|
|
2025
Q1 | $457K | Sell |
11,113
-16
| -0.1% | -$658 | 0.19% | 111 |
|
|
2024
Q4 | $483K | Sell |
11,129
-60
| -0.5% | -$2.6K | 0.14% | 135 |
|
|
2024
Q3 | $479K | Buy |
11,189
+718
| +7% | +$30.7K | 0.13% | 131 |
|
|
2024
Q2 | $407K | Buy |
10,471
+5,788
| +124% | +$225K | 0.12% | 154 |
|
|
2024
Q1 | $183K | Buy |
4,683
+277
| +6% | +$10.8K | 0.07% | 196 |
|
|
2023
Q4 | $163K | Sell |
4,406
-629
| -12% | -$23.2K | 0.07% | 171 |
|
|
2023
Q3 | $144K | Buy |
+5,035
| New | +$144K | 0.08% | 166 |
|