Aspire Private Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $620K | Sell |
13,480
-1,117
| -8% | -$55.2K | 0.14% | 117 |
|
|
2025
Q4 | $718K | Sell |
14,597
-427
| -3% | -$19.7K | 0.16% | 111 |
|
|
2025
Q3 | $687K | Sell |
15,024
-2,984
| -17% | -$135K | 0.15% | 113 |
|
|
2025
Q2 | $774K | Sell |
18,008
-1,096
| -6% | -$42.9K | 0.18% | 116 |
|
|
2025
Q1 | $786K | Buy |
19,104
+1,804
| +10% | +$80.4K | 0.2% | 106 |
|
|
2024
Q4 | $750K | Sell |
17,300
-172
| -1% | -$7.68K | 0.19% | 99 |
|
|
2024
Q3 | $747K | Buy |
17,472
+2,240
| +15% | +$94.6K | 0.18% | 99 |
|
|
2024
Q2 | $592K | Buy |
15,232
+1,629
| +12% | +$61.5K | 0.15% | 105 |
|
|
2024
Q1 | $530K | Buy |
13,603
+1,483
| +12% | +$54.3K | 0.14% | 108 |
|
|
2023
Q4 | $447K | Buy |
12,120
+4,158
| +52% | +$131K | 0.13% | 104 |
|
|
2023
Q3 | $228K | Buy |
7,962
+1,308
| +20% | +$40.2K | 0.07% | 117 |
|
|
2023
Q2 | $202K | Buy |
6,654
+534
| +9% | +$16.6K | 0.06% | 124 |
|
|
2023
Q1 | $209K | Buy |
6,120
+3,140
| +105% | +$137K | 0.07% | 125 |
|
|
2022
Q4 | $128K | Buy |
2,980
+540
| +22% | +$23.7K | 0.05% | 143 |
|
|
2022
Q3 | $106K | Buy |
2,440
+188
| +8% | +$9.05K | 0.04% | 150 |
|
|
2022
Q2 | $107K | Buy |
2,252
+73
| +3% | +$3.6K | 0.04% | 149 |
|
|
2022
Q1 | $124K | Sell |
2,179
-348
| -14% | -$21.5K | 0.04% | 152 |
|
|
2021
Q4 | $148K | Buy |
2,527
+153
| +6% | +$9.35K | 0.05% | 149 |
|
|
2021
Q3 | $139K | Sell |
2,374
-88
| -4% | -$4.92K | 0.05% | 149 |
|
|
2021
Q2 | $137K | Sell |
2,462
-892
| -27% | -$52.4K | 0.04% | 160 |
|
|
2021
Q1 | $196K | Buy |
3,354
+3,104
| +1,242% | +$170K | 0.07% | 148 |
|
|
2020
Q4 | $12K | Sell |
250
-1,008
| -80% | -$45.6K | ﹤0.01% | 261 |
|
|
2020
Q3 | $48K | Buy |
+1,258
| New | +$47.4K | 0.02% | 205 |
|
|
2020
Q1 | – | Sell |
-1,258
| Closed | -$71K | – | 476 |
|
|
2019
Q4 | $71K | Sell |
1,258
-151
| -11% | -$8.18K | 0.03% | 180 |
|
|
2019
Q3 | $75K | Hold |
1,409
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $69K | Hold |
1,409
| – | – | 0.03% | 180 |
|
|
2019
Q1 | $66K | Buy |
1,409
+151
| +12% | +$7.37K | 0.03% | 210 |
|
|
2018
Q4 | $54K | Buy |
+1,258
| New | +$60.4K | 0.03% | 209 |
|
Other funds holding TFC
VCM
VPM
