Burke & Herbert Bank & Trust’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 | $902K | Sell |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $330K | Hold |
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|
2022
Q4 | $416K | Hold |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $611K | Sell |
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|
2021
Q4 | $709K | Sell |
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|
2021
Q3 | $711K | Sell |
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|
2021
Q2 | $684K | Hold |
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|
2021
Q1 | $719K | Hold |
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|
2020
Q4 | $591K | Sell |
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|
2020
Q3 | $510K | Buy |
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|
2020
Q2 | $478K | Hold |
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|
2020
Q1 | $393K | Hold |
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|
2019
Q4 | $717K | Buy |
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|
2019
Q3 | $370K | Hold |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $326K | Buy |
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|
2018
Q4 | $292K | Buy |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $302K | Hold |
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|
2018
Q1 | $312K | Buy |
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|
2017
Q4 | $281K | Sell |
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|
2017
Q3 | $306K | Hold |
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|
2017
Q2 | $296K | Sell |
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|
2017
Q1 | $526K | Sell |
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|
2016
Q4 | $558K | Hold |
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|
2016
Q3 | $448K | Buy |
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|
2016
Q2 | $345K | Buy |
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|
2016
Q1 | $246K | Hold |
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|
2015
Q4 | $280K | Hold |
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|
2015
Q3 | $264K | Buy |
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|
2015
Q2 | $269K | Hold |
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|
2015
Q1 | $260K | Hold |
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|
2014
Q4 | $260K | Hold |
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|
2014
Q3 | $249K | Sell |
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|
2014
Q2 | $274K | Hold |
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|
2014
Q1 | $279K | Sell |
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|
2013
Q4 | $276K | Sell |
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|
2013
Q3 | $263K | Sell |
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|
2013
Q2 | $273K | Buy |
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