Boltwood Capital 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 | – | Sell |
-9,950
| Closed | -$409K | – | 176 |
|
|
2025
Q1 | $409K | Buy |
9,950
+15
| +0.2% | +$617 | 0.12% | 132 |
|
|
2024
Q4 | $431K | Sell |
9,935
-450
| -4% | -$19.5K | 0.13% | 124 |
|
|
2024
Q3 | $444K | Sell |
10,385
-1,125
| -10% | -$48.1K | 0.13% | 127 |
|
|
2024
Q2 | $447K | Sell |
11,510
-5
| -0% | -$194 | 0.14% | 122 |
|
|
2024
Q1 | $449K | Buy |
11,515
+495
| +4% | +$19.3K | 0.14% | 124 |
|
|
2023
Q4 | $407K | Buy |
11,020
+520
| +5% | +$19.2K | 0.13% | 121 |
|
|
2023
Q3 | $300K | Buy |
10,500
+2,820
| +37% | +$80.7K | 0.11% | 129 |
|
|
2023
Q2 | $233K | Sell |
7,680
-2,825
| -27% | -$85.7K | 0.08% | 150 |
|
|
2023
Q1 | $358K | Buy |
10,505
+3,105
| +42% | +$106K | 0.13% | 120 |
|
|
2022
Q4 | $318K | Buy |
7,400
+290
| +4% | +$12.5K | 0.13% | 123 |
|
|
2022
Q3 | $310K | Buy |
7,110
+1,220
| +21% | +$53.2K | 0.14% | 122 |
|
|
2022
Q2 | $279K | Buy |
+5,890
| New | +$279K | 0.12% | 131 |
|
|
2020
Q2 | – | Sell |
-13,726
| Closed | -$423K | – | 131 |
|
|
2020
Q1 | $423K | Sell |
13,726
-267
| -2% | -$8.23K | 0.3% | 89 |
|
|
2019
Q4 | $788K | Buy |
+13,993
| New | +$788K | 0.44% | 76 |
|