Caldwell Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
6,822
+73
|
|
||||
|
2025
Q1 | $278K | Buy |
6,749
+1,439
|
|
||||
|
2024
Q4 | $230K | Sell |
5,310
-1,578
|
|
||||
|
2024
Q3 | $295K | Sell |
6,888
-372
|
|
||||
|
2024
Q2 | $282K | Sell |
7,260
-476
|
|
||||
|
2024
Q1 | $302K | Sell |
7,736
-878
|
|
||||
|
2023
Q4 | $318K | Sell |
8,614
-619
|
|
||||
|
2023
Q3 | $264K | Sell |
9,233
-3,442
|
|
||||
|
2023
Q2 | $385K | Sell |
12,675
-963
|
|
||||
|
2023
Q1 | $465K | Buy |
13,638
+192
|
|
||||
|
2022
Q4 | $579K | Sell |
13,446
-1,711
|
|
||||
|
2022
Q3 | $660K | Buy |
15,157
+484
|
|
||||
|
2022
Q2 | $696K | Sell |
14,673
-270
|
|
||||
|
2022
Q1 | $847K | Buy |
14,943
+218
|
|
||||
|
2021
Q4 | $862K | Buy |
14,725
+181
|
|
||||
|
2021
Q3 | $853K | Sell |
14,544
-1,425
|
|
||||
|
2021
Q2 | $886K | Buy |
15,969
+342
|
|
||||
|
2021
Q1 | $911K | Buy |
15,627
+1,370
|
|
||||
|
2020
Q4 | $683K | Sell |
14,257
-805
|
|
||||
|
2020
Q3 | $573K | Sell |
15,062
-7,944
|
|
||||
|
2020
Q2 | $864K | Sell |
23,006
-1,350
|
|
||||
|
2020
Q1 | $751K | Sell |
24,356
-413
|
|
||||
|
2019
Q4 | $1.39M | Buy |
+24,769
|
|