Bollard Group’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 | $202K | Buy |
4,704
+282
| +6% | +$12.1K | ﹤0.01% | 180 |
|
|
2025
Q1 | $182K | Buy |
4,422
+49
| +1% | +$2.02K | ﹤0.01% | 164 |
|
|
2024
Q4 | $190K | Buy |
4,373
+47
| +1% | +$2.04K | 0.01% | 161 |
|
|
2024
Q3 | $185K | Buy |
4,326
+50
| +1% | +$2.14K | ﹤0.01% | 177 |
|
|
2024
Q2 | $166K | Buy |
4,276
+59
| +1% | +$2.29K | ﹤0.01% | 174 |
|
|
2024
Q1 | $164K | Buy |
4,217
+61
| +1% | +$2.37K | 0.01% | 171 |
|
|
2023
Q4 | $153K | Buy |
4,156
+66
| +2% | +$2.43K | 0.01% | 169 |
|
|
2023
Q3 | $117K | Sell |
4,090
-127
| -3% | -$3.63K | ﹤0.01% | 178 |
|
|
2023
Q2 | $128K | Buy |
4,217
+264
| +7% | +$8.01K | ﹤0.01% | 181 |
|
|
2023
Q1 | $135K | Buy |
3,953
+44
| +1% | +$1.5K | ﹤0.01% | 179 |
|
|
2022
Q4 | $168K | Buy |
3,909
+45
| +1% | +$1.93K | 0.01% | 165 |
|
|
2022
Q3 | $168K | Buy |
3,864
+42
| +1% | +$1.83K | 0.01% | 170 |
|
|
2022
Q2 | $181K | Buy |
3,822
+37
| +1% | +$1.75K | 0.01% | 176 |
|
|
2022
Q1 | $215K | Buy |
3,785
+29
| +0.8% | +$1.65K | 0.01% | 231 |
|
|
2021
Q4 | $220K | Buy |
3,756
+30
| +0.8% | +$1.76K | 0.01% | 226 |
|
|
2021
Q3 | $219K | Buy |
3,726
+31
| +0.8% | +$1.82K | 0.01% | 223 |
|
|
2021
Q2 | $205K | Buy |
3,695
+27
| +0.7% | +$1.5K | 0.01% | 222 |
|
|
2021
Q1 | $214K | Hold |
3,668
| – | – | 0.01% | 215 |
|
|
2020
Q4 | $176K | Hold |
3,668
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $140K | Hold |
3,668
| – | – | 0.01% | 225 |
|
|
2020
Q2 | $138K | Buy |
+3,668
| New | +$138K | 0.01% | 221 |
|