Cape Investment Advisory’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
Q4 | $301K | Buy |
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|
2025
Q3 | $233K | Sell |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $139K | Buy |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $143K | Buy |
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