Boyd Watterson Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
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|
2025
Q1 | $117K | Sell |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $123K | Sell |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $117K | Sell |
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|
2023
Q4 | $116K | Sell |
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|
2023
Q3 | $90.1K | Sell |
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|
2023
Q2 | $95.8K | Sell |
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|
2023
Q1 | $120K | Buy |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $203K | Sell |
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|
2017
Q3 | $292K | Sell |
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|
2017
Q2 | $312K | Sell |
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|
2017
Q1 | $844K | Buy |
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|
2016
Q4 | $842K | Buy |
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|
2016
Q3 | $597K | Buy |
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|
2016
Q2 | $563K | Buy |
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|
2016
Q1 | $451K | Buy |
|