Capital Advisors Ltd’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 | $90K | Buy |
2,088
+129
| +7% | +$5.56K | 0.01% | 362 |
|
|
2025
Q1 | $81K | Hold |
1,959
| – | – | 0.01% | 380 |
|
|
2024
Q4 | $85K | Hold |
1,959
| – | – | 0.01% | 362 |
|
|
2024
Q3 | $84K | Hold |
1,959
| – | – | 0.01% | 369 |
|
|
2024
Q2 | $76K | Buy |
1,959
+2
| +0.1% | +$78 | 0.01% | 370 |
|
|
2024
Q1 | $76K | Buy |
1,957
+26
| +1% | +$1.01K | 0.01% | 376 |
|
|
2023
Q4 | $71K | Sell |
1,931
-63
| -3% | -$2.32K | 0.01% | 376 |
|
|
2023
Q3 | $57K | Sell |
1,994
-309
| -13% | -$8.83K | 0.01% | 393 |
|
|
2023
Q2 | $70K | Buy |
2,303
+1,344
| +140% | +$40.9K | 0.01% | 379 |
|
|
2023
Q1 | $33K | Sell |
959
-1,304
| -58% | -$44.9K | 0.01% | 414 |
|
|
2022
Q4 | $42K | Buy |
2,263
+1,861
| +463% | +$34.5K | 0.01% | 393 |
|
|
2022
Q3 | $18K | Sell |
402
-34
| -8% | -$1.52K | ﹤0.01% | 465 |
|
|
2022
Q2 | $21K | Buy |
436
+42
| +11% | +$2.02K | ﹤0.01% | 431 |
|
|
2022
Q1 | $22K | Hold |
394
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $23K | Buy |
+394
| New | +$23K | ﹤0.01% | 422 |
|