Bristlecone Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,067
| Closed | -$250K | – | 362 |
|
|
2025
Q1 | $250K | Sell |
6,067
-271
| -4% | -$11.2K | 0.02% | 255 |
|
|
2024
Q4 | $275K | Sell |
6,338
-2,101
| -25% | -$91.1K | 0.02% | 247 |
|
|
2024
Q3 | $361K | Sell |
8,439
-244
| -3% | -$10.4K | 0.03% | 212 |
|
|
2024
Q2 | $337K | Sell |
8,683
-921
| -10% | -$35.8K | 0.03% | 215 |
|
|
2024
Q1 | $374K | Sell |
9,604
-159
| -2% | -$6.2K | 0.03% | 208 |
|
|
2023
Q4 | $360K | Buy |
9,763
+466
| +5% | +$17.2K | 0.04% | 204 |
|
|
2023
Q3 | $266K | Hold |
9,297
| – | – | 0.03% | 220 |
|
|
2023
Q2 | $282K | Buy |
9,297
+2,695
| +41% | +$81.8K | 0.03% | 223 |
|
|
2023
Q1 | $225K | Sell |
6,602
-647
| -9% | -$22.1K | 0.02% | 249 |
|
|
2022
Q4 | $312K | Buy |
7,249
+1,024
| +16% | +$44.1K | 0.04% | 207 |
|
|
2022
Q3 | $271K | Buy |
6,225
+291
| +5% | +$12.7K | 0.04% | 207 |
|
|
2022
Q2 | $281K | Buy |
5,934
+130
| +2% | +$6.16K | 0.03% | 205 |
|
|
2022
Q1 | $329K | Buy |
5,804
+253
| +5% | +$14.3K | 0.04% | 189 |
|
|
2021
Q4 | $325K | Buy |
5,551
+1,084
| +24% | +$63.5K | 0.04% | 185 |
|
|
2021
Q3 | $262K | Buy |
4,467
+1
| +0% | +$59 | 0.03% | 190 |
|
|
2021
Q2 | $248K | Buy |
4,466
+75
| +2% | +$4.17K | 0.03% | 192 |
|
|
2021
Q1 | $256K | Hold |
4,391
| – | – | 0.04% | 189 |
|
|
2020
Q4 | $210K | Buy |
+4,391
| New | +$210K | 0.03% | 191 |
|