Burkett Financial Services’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 | $53.3K | Sell |
1,241
-4
| -0.3% | -$172 | 0.02% | 90 |
|
|
2025
Q1 | $51.2K | Buy |
1,245
+34
| +3% | +$1.4K | 0.02% | 88 |
|
|
2024
Q4 | $52.5K | Buy |
1,211
+13
| +1% | +$564 | 0.02% | 83 |
|
|
2024
Q3 | $51.2K | Buy |
1,198
+253
| +27% | +$10.8K | 0.02% | 81 |
|
|
2024
Q2 | $36.7K | Buy |
945
+13
| +1% | +$505 | 0.02% | 92 |
|
|
2024
Q1 | $36.3K | Sell |
932
-14,115
| -94% | -$550K | 0.02% | 97 |
|
|
2023
Q4 | $556K | Buy |
+15,047
| New | +$556K | 0.31% | 30 |
|