Calton & Associates’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
Q2 | $272K | Sell |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $200K | Sell |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $339K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $66K | Buy |
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