Capital Asset Advisory Services’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 | $911K | Buy |
20,608
+402
| +2% | +$17.8K | 0.04% | 141 |
|
|
2025
Q1 | $840K | Sell |
20,206
-520
| -3% | -$21.6K | 0.04% | 143 |
|
|
2024
Q4 | $914K | Buy |
20,726
+1
| +0% | +$44 | 0.05% | 147 |
|
|
2024
Q3 | $873K | Sell |
20,725
-1,015
| -5% | -$42.8K | 0.04% | 152 |
|
|
2024
Q2 | $846K | Buy |
21,740
+57
| +0.3% | +$2.22K | 0.05% | 150 |
|
|
2024
Q1 | $826K | Sell |
21,683
-365
| -2% | -$13.9K | 0.05% | 144 |
|
|
2023
Q4 | $814K | Buy |
22,048
+1,677
| +8% | +$61.9K | 0.05% | 149 |
|
|
2023
Q3 | $603K | Sell |
20,371
-1,123
| -5% | -$33.3K | 0.04% | 169 |
|
|
2023
Q2 | $711K | Sell |
21,494
-2,010
| -9% | -$66.5K | 0.05% | 161 |
|
|
2023
Q1 | $801K | Buy |
23,504
+1,588
| +7% | +$54.2K | 0.06% | 145 |
|
|
2022
Q4 | $962K | Sell |
21,916
-2,026
| -8% | -$88.9K | 0.08% | 129 |
|
|
2022
Q3 | $1.04M | Sell |
23,942
-3,361
| -12% | -$146K | 0.14% | 87 |
|
|
2022
Q2 | $1.3M | Buy |
27,303
+21
| +0.1% | +$996 | 0.14% | 93 |
|
|
2022
Q1 | $1.55M | Buy |
27,282
+870
| +3% | +$49.3K | 0.16% | 80 |
|
|
2021
Q4 | $1.55M | Buy |
26,412
+531
| +2% | +$31.1K | 0.16% | 85 |
|
|
2021
Q3 | $1.52M | Buy |
25,881
+326
| +1% | +$19.1K | 0.17% | 80 |
|
|
2021
Q2 | $1.42M | Buy |
25,555
+68
| +0.3% | +$3.77K | 0.16% | 89 |
|
|
2021
Q1 | $1.49M | Buy |
25,487
+7,427
| +41% | +$433K | 0.22% | 78 |
|
|
2020
Q4 | $866K | Buy |
18,060
+443
| +3% | +$21.2K | 0.15% | 114 |
|
|
2020
Q3 | $670K | Sell |
17,617
-224
| -1% | -$8.52K | 0.14% | 129 |
|
|
2020
Q2 | $726K | Buy |
17,841
+364
| +2% | +$14.8K | 0.16% | 122 |
|
|
2020
Q1 | $553K | Buy |
17,477
+1,249
| +8% | +$39.5K | 0.15% | 122 |
|
|
2019
Q4 | $889K | Buy |
+16,228
| New | +$889K | 0.21% | 91 |
|