Caldwell Sutter Capital’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 | $126K | Sell |
2,924
-129
| -4% | -$5.55K | 0.06% | 257 |
|
|
2025
Q1 | $126K | Sell |
3,053
-261
| -8% | -$10.7K | 0.06% | 251 |
|
|
2024
Q4 | $144K | Sell |
3,314
-31
| -0.9% | -$1.35K | 0.07% | 236 |
|
|
2024
Q3 | $143K | Sell |
3,345
-312
| -9% | -$13.3K | 0.07% | 242 |
|
|
2024
Q2 | $142K | Buy |
3,657
+114
| +3% | +$4.43K | 0.07% | 235 |
|
|
2024
Q1 | $138K | Buy |
3,543
+340
| +11% | +$13.3K | 0.07% | 241 |
|
|
2023
Q4 | $118K | Buy |
3,203
+494
| +18% | +$18.2K | 0.06% | 248 |
|
|
2023
Q3 | $77.5K | Buy |
2,709
+386
| +17% | +$11K | 0.04% | 284 |
|
|
2023
Q2 | $70.5K | Buy |
2,323
+1,388
| +148% | +$42.1K | 0.04% | 293 |
|
|
2023
Q1 | $31.9K | Buy |
+935
| New | +$31.9K | 0.02% | 294 |
|