Brown, Lisle/Cummings’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 | $57.6K | Hold |
1,340
| – | – | 0.02% | 320 |
|
|
2025
Q1 | $55.1K | Buy |
1,340
+64
| +5% | +$2.63K | 0.02% | 320 |
|
|
2024
Q4 | $55.4K | Buy |
+1,276
| New | +$55.4K | 0.02% | 322 |
|
|
2024
Q1 | – | Sell |
-350
| Closed | -$12.9K | – | 574 |
|
|
2023
Q4 | $12.9K | Buy |
+350
| New | +$12.9K | ﹤0.01% | 409 |
|
|
2023
Q3 | – | Sell |
-330
| Closed | -$10K | – | 567 |
|
|
2023
Q2 | $10K | Buy |
+330
| New | +$10K | ﹤0.01% | 412 |
|
|
2022
Q2 | – | Sell |
-345
| Closed | -$19.6K | – | 493 |
|
|
2022
Q1 | $19.6K | Hold |
345
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $20.2K | Buy |
+345
| New | +$20.2K | 0.01% | 334 |
|