Berkeley Capital Partners’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 | $1.67M | Buy |
38,886
+877
| +2% | +$37.7K | 0.42% | 44 |
|
|
2025
Q1 | $1.56M | Buy |
38,009
+1,824
| +5% | +$75.1K | 0.43% | 50 |
|
|
2024
Q4 | $1.57M | Sell |
36,185
-469
| -1% | -$20.3K | 0.44% | 43 |
|
|
2024
Q3 | $1.57M | Buy |
36,654
+475
| +1% | +$20.3K | 0.45% | 46 |
|
|
2024
Q2 | $1.41M | Buy |
36,179
+1,659
| +5% | +$64.5K | 0.42% | 44 |
|
|
2024
Q1 | $1.35M | Sell |
34,520
-774
| -2% | -$30.2K | 0.41% | 46 |
|
|
2023
Q4 | $1.3M | Sell |
35,294
-5,502
| -13% | -$203K | 0.43% | 42 |
|
|
2023
Q3 | $1.17M | Buy |
40,796
+935
| +2% | +$26.8K | 0.42% | 46 |
|
|
2023
Q2 | $1.21M | Buy |
39,861
+13,431
| +51% | +$408K | 0.43% | 44 |
|
|
2023
Q1 | $901K | Buy |
26,430
+3,703
| +16% | +$126K | 0.33% | 59 |
|
|
2022
Q4 | $978K | Buy |
22,727
+836
| +4% | +$36K | 0.38% | 56 |
|
|
2022
Q3 | $953K | Sell |
21,891
-1,901
| -8% | -$82.8K | 0.41% | 49 |
|
|
2022
Q2 | $1.13M | Buy |
23,792
+5,560
| +30% | +$264K | 0.47% | 37 |
|
|
2022
Q1 | $1.03M | Buy |
18,232
+9,602
| +111% | +$545K | 0.41% | 42 |
|
|
2021
Q4 | $505K | Buy |
8,630
+2,027
| +31% | +$119K | 0.21% | 73 |
|
|
2021
Q3 | $387K | Buy |
6,603
+34
| +0.5% | +$1.99K | 0.18% | 86 |
|
|
2021
Q2 | $365K | Sell |
6,569
-365
| -5% | -$20.3K | 0.16% | 87 |
|
|
2021
Q1 | $404K | Buy |
6,934
+253
| +4% | +$14.7K | 0.19% | 73 |
|
|
2020
Q4 | $320K | Sell |
6,681
-156
| -2% | -$7.47K | 0.16% | 83 |
|
|
2020
Q3 | $260K | Sell |
6,837
-130
| -2% | -$4.94K | 0.16% | 85 |
|
|
2020
Q2 | $262K | Buy |
+6,967
| New | +$262K | 0.16% | 85 |
|
|
2020
Q1 | – | Sell |
-7,920
| Closed | -$446K | – | 131 |
|
|
2019
Q4 | $446K | Buy |
+7,920
| New | +$446K | 0.23% | 84 |
|