Beacon Capital Management LLC (Tennessee)’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
$40.5K Sell
942
-223
-19% -$9.59K 0.01% 379
2025
Q1
$47.9K Buy
1,165
+44
+4% +$1.81K 0.01% 322
2024
Q4
$48.6K Buy
1,121
+9
+0.8% +$390 0.01% 306
2024
Q3
$47.6K Buy
1,112
+53
+5% +$2.27K 0.01% 334
2024
Q2
$41.1K Buy
1,059
+44
+4% +$1.71K 0.01% 319
2024
Q1
$39.6K Buy
1,015
+370
+57% +$14.4K 0.01% 336
2023
Q4
$18.5K Hold
645
0.01% 398
2023
Q3
$19.6K Hold
645
0.01% 408
2023
Q2
$19.6K Buy
645
+190
+42% +$5.77K 0.01% 408
2023
Q1
$15.5K Sell
455
-16
-3% -$546 ﹤0.01% 408
2022
Q4
$20.3K Buy
471
+16
+4% +$688 0.01% 372
2022
Q3
$22K Hold
455
0.01% 329
2022
Q2
$26K Hold
455
0.01% 342
2022
Q1
$26K Buy
+455
New +$26K 0.01% 342