Belpointe Asset Management’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 | $368K | Sell |
8,549
-23,987
| -74% | -$1.03M | 0.02% | 690 |
|
|
2025
Q1 | $1.34M | Buy |
32,536
+20,012
| +160% | +$824K | 0.07% | 268 |
|
|
2024
Q4 | $557K | Sell |
12,524
-10,009
| -44% | -$445K | 0.03% | 485 |
|
|
2024
Q3 | $964K | Buy |
22,533
+15,361
| +214% | +$657K | 0.06% | 323 |
|
|
2024
Q2 | $279K | Sell |
7,172
-44
| -0.6% | -$1.71K | 0.02% | 610 |
|
|
2024
Q1 | $281K | Sell |
7,216
-29
| -0.4% | -$1.13K | 0.02% | 617 |
|
|
2023
Q4 | $267K | Buy |
+7,245
| New | +$267K | 0.02% | 565 |
|
|
2023
Q2 | – | Sell |
-17,876
| Closed | -$610K | – | 3096 |
|
|
2023
Q1 | $610K | Buy |
17,876
+6,103
| +52% | +$208K | 0.03% | 480 |
|
|
2022
Q4 | $507K | Sell |
11,773
-1,146
| -9% | -$49.3K | 0.03% | 535 |
|
|
2022
Q3 | $563K | Buy |
12,919
+3,375
| +35% | +$147K | 0.04% | 458 |
|
|
2022
Q2 | $453K | Buy |
9,544
+1,868
| +24% | +$88.7K | 0.03% | 529 |
|
|
2022
Q1 | $436K | Buy |
7,676
+1,725
| +29% | +$98K | 0.03% | 587 |
|
|
2021
Q4 | $349K | Buy |
5,951
+221
| +4% | +$13K | 0.02% | 645 |
|
|
2021
Q3 | $337K | Sell |
5,730
-1,978
| -26% | -$116K | 0.02% | 640 |
|
|
2021
Q2 | $428K | Buy |
7,708
+3,416
| +80% | +$190K | 0.03% | 547 |
|
|
2021
Q1 | $251K | Buy |
+4,292
| New | +$251K | 0.02% | 664 |
|
|
2020
Q1 | – | Sell |
-2,131
| Closed | -$119K | – | 774 |
|
|
2019
Q4 | $119K | Buy |
+2,131
| New | +$119K | 0.02% | 716 |
|
|
2019
Q2 | – | Sell |
-3,272
| Closed | -$153K | – | 652 |
|
|
2019
Q1 | $153K | Buy |
3,272
+789
| +32% | +$36.9K | 0.03% | 352 |
|
|
2018
Q4 | $108K | Sell |
2,483
-180
| -7% | -$7.83K | 0.03% | 472 |
|
|
2018
Q3 | $129K | Sell |
2,663
-8,656
| -76% | -$419K | 0.02% | 575 |
|
|
2018
Q2 | $571K | Buy |
+11,319
| New | +$571K | 0.16% | 137 |
|