Baugh & Associates’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 | $5.14M | Sell |
129,066
-5,961
| -4% | -$237K | 2.68% | 14 |
|
|
2025
Q1 | $5.32M | Sell |
135,027
-510
| -0.4% | -$20.1K | 2.69% | 17 |
|
|
2024
Q4 | $5.67M | Buy |
135,537
+75
| +0.1% | +$3.14K | 2.94% | 13 |
|
|
2024
Q3 | $5.57M | Buy |
135,462
+2,083
| +2% | +$85.6K | 2.87% | 13 |
|
|
2024
Q2 | $5.39M | Buy |
133,379
+11,993
| +10% | +$485K | 2.8% | 14 |
|
|
2024
Q1 | $4.73M | Buy |
121,386
+675
| +0.6% | +$26.3K | 2.52% | 19 |
|
|
2023
Q4 | $4.46M | Sell |
120,711
-975
| -0.8% | -$36K | 2.56% | 20 |
|
|
2023
Q3 | $3.48M | Buy |
121,686
+286
| +0.2% | +$8.18K | 2.18% | 26 |
|
|
2023
Q2 | $3.68M | Buy |
+121,400
| New | +$3.68M | 2.22% | 22 |
|
|
2018
Q2 | – | Sell |
-4,520
| Closed | -$235K | – | 42 |
|
|
2018
Q1 | $235K | Hold |
4,520
| – | – | 0.19% | 41 |
|
|
2017
Q4 | $225K | Buy |
+4,520
| New | +$225K | 0.19% | 41 |
|