Avalon 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 | $377K | Hold |
8,775
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $361K | Sell |
8,775
-4,225
| -33% | -$174K | 0.03% | 107 |
|
|
2024
Q4 | $564K | Hold |
13,000
| – | – | 0.04% | 88 |
|
|
2024
Q3 | $556K | Hold |
13,000
| – | – | 0.04% | 84 |
|
|
2024
Q2 | $505K | Hold |
13,000
| – | – | 0.04% | 87 |
|
|
2024
Q1 | $507K | Hold |
13,000
| – | – | 0.04% | 90 |
|
|
2023
Q4 | $480K | Hold |
13,000
| – | – | 0.04% | 84 |
|
|
2023
Q3 | $372K | Hold |
13,000
| – | – | 0.04% | 88 |
|
|
2023
Q2 | $395K | Sell |
13,000
-1,295
| -9% | -$39.3K | 0.04% | 91 |
|
|
2023
Q1 | $487K | Buy |
+14,295
| New | +$487K | 0.05% | 84 |
|