Cape Investment Advisory’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 | $250K | Buy |
5,811
+521
| +10% | +$22.4K | 0.09% | 167 |
|
|
2025
Q1 | $218K | Sell |
5,290
-54
| -1% | -$2.22K | 0.09% | 169 |
|
|
2024
Q4 | $232K | Buy |
5,344
+36
| +0.7% | +$1.56K | 0.09% | 158 |
|
|
2024
Q3 | $227K | Buy |
5,308
+30
| +0.6% | +$1.28K | 0.09% | 159 |
|
|
2024
Q2 | $205K | Sell |
5,278
-94
| -2% | -$3.65K | 0.09% | 150 |
|
|
2024
Q1 | $209K | Buy |
5,372
+429
| +9% | +$16.7K | 0.1% | 140 |
|
|
2023
Q4 | $182K | Buy |
4,943
+94
| +2% | +$3.47K | 0.09% | 157 |
|
|
2023
Q3 | $139K | Buy |
4,849
+335
| +7% | +$9.58K | 0.08% | 178 |
|
|
2023
Q2 | $137K | Buy |
4,514
+316
| +8% | +$9.59K | 0.08% | 175 |
|
|
2023
Q1 | $143K | Buy |
+4,198
| New | +$143K | 0.09% | 159 |
|