Aviance Capital Partners’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 | $604K | Buy |
14,057
+1,118
| +9% | +$48.1K | 0.08% | 205 |
|
|
2025
Q1 | $532K | Buy |
12,939
+1,266
| +11% | +$52.1K | 0.07% | 214 |
|
|
2024
Q4 | $506K | Buy |
11,673
+3,093
| +36% | +$134K | 0.07% | 212 |
|
|
2024
Q3 | $367K | Buy |
8,580
+2
| +0% | +$86 | 0.05% | 250 |
|
|
2024
Q2 | $333K | Buy |
8,578
+73
| +0.9% | +$2.84K | 0.05% | 247 |
|
|
2024
Q1 | $332K | Buy |
+8,505
| New | +$332K | 0.05% | 247 |
|
|
2023
Q1 | – | Sell |
-5,448
| Closed | -$234K | – | 276 |
|
|
2022
Q4 | $234K | Buy |
5,448
+123
| +2% | +$5.29K | 0.05% | 250 |
|
|
2022
Q3 | $232K | Sell |
5,325
-75
| -1% | -$3.27K | 0.06% | 232 |
|
|
2022
Q2 | $256K | Buy |
5,400
+2
| +0% | +$95 | 0.06% | 231 |
|
|
2022
Q1 | $306K | Buy |
5,398
+159
| +3% | +$9.01K | 0.06% | 215 |
|
|
2021
Q4 | $307K | Sell |
5,239
-96
| -2% | -$5.63K | 0.05% | 221 |
|
|
2021
Q3 | $313K | Sell |
5,335
-143
| -3% | -$8.39K | 0.06% | 218 |
|
|
2021
Q2 | $304K | Hold |
5,478
| – | – | 0.05% | 218 |
|
|
2021
Q1 | $319K | Buy |
5,478
+298
| +6% | +$17.4K | 0.06% | 230 |
|
|
2020
Q4 | $248K | Buy |
+5,180
| New | +$248K | 0.05% | 234 |
|
|
2020
Q1 | – | Sell |
-5,180
| Closed | -$292K | – | 233 |
|
|
2019
Q4 | $292K | Buy |
+5,180
| New | +$292K | 0.07% | 197 |
|