Caldwell Sutter Capital’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
Q3 | $122K | Sell |
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|
2025
Q2 | $126K | Sell |
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|
2025
Q1 | $126K | Sell |
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|
2024
Q4 | $144K | Sell |
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|
2024
Q3 | $143K | Sell |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $118K | Buy |
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|
2023
Q3 | $77.5K | Buy |
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|
2023
Q2 | $70.5K | Buy |
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|
2023
Q1 | $31.9K | Buy |
|