Beese Fulmer Investment Management’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 | $761K | Buy |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $706K | Buy |
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|
2024
Q3 | $641K | Buy |
|
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $4.3M | Buy |
|
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|
2023
Q4 | $3.34M | Buy |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $1.71M | Buy |
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|
2022
Q4 | $1.4M | Buy |
|