Callan Family Office’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 | $888K | Buy |
20,661
+6,733
| +48% | +$289K | 0.03% | 430 |
|
|
2025
Q1 | $573K | Sell |
13,928
-1,560
| -10% | -$64.2K | 0.04% | 298 |
|
|
2024
Q4 | $672K | Buy |
+15,488
| New | +$672K | 0.04% | 314 |
|
|
2023
Q2 | – | Sell |
-12,078
| Closed | -$412K | – | 153 |
|
|
2023
Q1 | $412K | Buy |
+12,078
| New | +$412K | 0.1% | 105 |
|