Bard Financial Services’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,000	Closed	-$470K	–	212
2024 Q3	$470K	Sell	11,000 -1,700	-13%	-$71.8K	0.06%	146
2024 Q2	$493K	Sell	12,700 -500	-4%	-$18.9K	0.05%	153
2024 Q1	$515K	Hold	13,200	–	–	0.05%	152
2023 Q4	$487K	Buy	+13,200	New	+$414K	0.05%	155
2023 Q2	–	Sell	-50,930	Closed	-$1.74M	–	332
2023 Q1	$1.74M	Buy	50,930 +11,250	+28%	+$491K	0.14%	127
2022 Q4	$1.71M	Buy	39,680 +1,950	+5%	+$85.5K	0.15%	123
2022 Q3	$1.64M	Buy	37,730 +3,700	+11%	+$178K	0.15%	120
2022 Q2	$1.61M	Buy	34,030 +14,050	+70%	+$693K	0.15%	121
2022 Q1	$1.13M	Sell	19,980 -1,525	-7%	-$94.2K	0.09%	145
2021 Q4	$1.26M	Sell	21,505 -7,425	-26%	-$454K	0.1%	133
2021 Q3	$1.7M	Sell	28,930 -825	-3%	-$46.1K	0.15%	114
2021 Q2	$1.65M	Sell	29,755 -6,350	-18%	-$373K	0.15%	115
2021 Q1	$2.11M	Sell	36,105 -2,630	-7%	-$144K	0.2%	103
2020 Q4	$1.86M	Buy	+38,735	New	+$1.75M	0.19%	106