BFIM
Beese Fulmer Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
17,700
+1,113
| +7% | +$47.8K | 0.06% | 155 |
|
|
2025
Q1 | $683K | Buy |
16,587
+309
| +2% | +$12.7K | 0.06% | 137 |
|
|
2024
Q4 | $706K | Buy |
16,278
+1,302
| +9% | +$56.5K | 0.06% | 134 |
|
|
2024
Q3 | $641K | Buy |
14,976
+442
| +3% | +$18.9K | 0.06% | 136 |
|
|
2024
Q2 | $565K | Sell |
14,534
-95,839
| -87% | -$3.72M | 0.05% | 142 |
|
|
2024
Q1 | $4.3M | Buy |
110,373
+19,807
| +22% | +$772K | 0.4% | 62 |
|
|
2023
Q4 | $3.34M | Buy |
90,566
+10,730
| +13% | +$396K | 0.35% | 65 |
|
|
2023
Q3 | $2.28M | Buy |
79,836
+5,855
| +8% | +$168K | 0.26% | 76 |
|
|
2023
Q2 | $2.25M | Buy |
73,981
+23,767
| +47% | +$721K | 0.24% | 81 |
|
|
2023
Q1 | $1.71M | Buy |
50,214
+17,773
| +55% | +$606K | 0.2% | 97 |
|
|
2022
Q4 | $1.4M | Buy |
+32,441
| New | +$1.4M | 0.17% | 103 |
|