Ballentine Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $958K | Buy |
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|
2024
Q1 | $932K | Buy |
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|
2023
Q4 | $868K | Buy |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $661K | Buy |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q4 | $643K | Hold |
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|
2021
Q3 | $644K | Sell |
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|
2021
Q2 | $614K | Buy |
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|
2021
Q1 | $641K | Buy |
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|
2020
Q4 | $496K | Sell |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $460K | Sell |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $949K | Buy |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $288K | Buy |
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|
2019
Q1 | $231K | Buy |
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|
2018
Q4 | $208K | Buy |
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|
2018
Q3 | $226K | Buy |
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|
2018
Q2 | $221K | Sell |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $200K | Buy |
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