Calton & Associates’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 | $272K | Sell |
6,326
-247
| -4% | -$10.6K | 0.05% | 303 |
|
|
2025
Q1 | $270K | Buy |
6,573
+802
| +14% | +$33K | 0.06% | 256 |
|
|
2024
Q4 | $250K | Sell |
5,771
-4
| -0.1% | -$174 | 0.11% | 166 |
|
|
2024
Q3 | $247K | Sell |
5,775
-2,618
| -31% | -$112K | 0.09% | 194 |
|
|
2024
Q2 | $326K | Buy |
8,393
+3,250
| +63% | +$126K | 0.16% | 125 |
|
|
2024
Q1 | $200K | Sell |
5,143
-5,000
| -49% | -$195K | 0.1% | 183 |
|
|
2023
Q4 | $374K | Buy |
+10,143
| New | +$374K | 0.15% | 137 |
|
|
2023
Q2 | – | Sell |
-7,056
| Closed | -$241K | – | 239 |
|
|
2023
Q1 | $241K | Sell |
7,056
-833
| -11% | -$28.4K | 0.11% | 183 |
|
|
2022
Q4 | $339K | Buy |
+7,889
| New | +$339K | 0.13% | 183 |
|
|
2018
Q1 | – | Sell |
-1,220
| Closed | -$66K | – | 1179 |
|
|
2017
Q4 | $66K | Buy |
+1,220
| New | +$66K | 0.02% | 596 |
|