Atwood & Palmer’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 | $9.67K | Hold |
225
| – | – | ﹤0.01% | 391 |
|
|
2025
Q1 | $9.26K | Hold |
225
| – | – | ﹤0.01% | 336 |
|
|
2024
Q4 | $9.76K | Hold |
225
| – | – | ﹤0.01% | 342 |
|
|
2024
Q3 | $9.62K | Hold |
225
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $8.74K | Hold |
225
| – | – | ﹤0.01% | 342 |
|
|
2024
Q1 | $8.77K | Buy |
+225
| New | +$8.77K | ﹤0.01% | 314 |
|
|
2022
Q1 | – | Sell |
-32
| Closed | -$2K | – | 464 |
|
|
2021
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 419 |
|
|
2018
Q3 | – | Sell |
-65
| Closed | -$3K | – | 331 |
|
|
2018
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 290 |
|