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 |
|