Caldwell 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
Q3 | $330K | Buy |
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|
2025
Q2 | $293K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $579K | Sell |
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|
2022
Q3 | $660K | Buy |
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|
2022
Q2 | $696K | Sell |
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|
2022
Q1 | $847K | Buy |
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|
2021
Q4 | $862K | Buy |
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|
2021
Q3 | $853K | Sell |
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|
2021
Q2 | $886K | Buy |
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|
2021
Q1 | $911K | Buy |
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|
2020
Q4 | $683K | Sell |
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|
2020
Q3 | $573K | Sell |
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|
2020
Q2 | $864K | Sell |
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|
2020
Q1 | $751K | Sell |
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|
2019
Q4 | $1.39M | Buy |
|