Bailard’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 | $2.32M | Buy |
53,979
+654
| +1% | +$28.1K | 0.05% | 225 |
|
|
2025
Q1 | $2.19M | Buy |
53,325
+176
| +0.3% | +$7.24K | 0.06% | 220 |
|
|
2024
Q4 | $2.31M | Buy |
53,149
+5,725
| +12% | +$248K | 0.06% | 207 |
|
|
2024
Q3 | $2.03M | Sell |
47,424
-650
| -1% | -$27.8K | 0.05% | 230 |
|
|
2024
Q2 | $1.87M | Buy |
48,074
+502
| +1% | +$19.5K | 0.05% | 236 |
|
|
2024
Q1 | $1.85M | Buy |
47,572
+740
| +2% | +$28.8K | 0.05% | 239 |
|
|
2023
Q4 | $1.73M | Sell |
46,832
-1,251
| -3% | -$46.2K | 0.05% | 232 |
|
|
2023
Q3 | $1.38M | Sell |
48,083
-13
| -0% | -$372 | 0.05% | 240 |
|
|
2023
Q2 | $1.46M | Buy |
48,096
+3,495
| +8% | +$106K | 0.05% | 225 |
|
|
2023
Q1 | $1.52M | Sell |
44,601
-3,037
| -6% | -$104K | 0.05% | 222 |
|
|
2022
Q4 | $2.05M | Sell |
47,638
-795
| -2% | -$34.2K | 0.08% | 187 |
|
|
2022
Q3 | $2.11M | Buy |
48,433
+1,133
| +2% | +$49.3K | 0.09% | 180 |
|
|
2022
Q2 | $2.24M | Buy |
47,300
+43,186
| +1,050% | +$2.05M | 0.09% | 181 |
|
|
2022
Q1 | $233K | Buy |
4,114
+112
| +3% | +$6.34K | 0.01% | 625 |
|
|
2021
Q4 | $234K | Buy |
+4,002
| New | +$234K | 0.01% | 632 |
|