Capital Advisors Ltd’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
Q3 | $95K | Hold |
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|
2025
Q2 | $90K | Buy |
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|
2025
Q1 | $81K | Hold |
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|
2024
Q4 | $85K | Hold |
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|
2024
Q3 | $84K | Hold |
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|
2024
Q2 | $76K | Buy |
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|
2024
Q1 | $76K | Buy |
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|
2023
Q4 | $71K | Sell |
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|
2023
Q3 | $57K | Sell |
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|
2023
Q2 | $70K | Buy |
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|
2023
Q1 | $33K | Sell |
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|
2022
Q4 | $42K | Buy |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $23K | Buy |
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