Capital Square’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 | $259K | Buy |
5,697
+29
| +0.5% | +$1.32K | 0.14% | 164 |
|
|
2025
Q1 | $233K | Buy |
5,668
+5
| +0.1% | +$206 | 0.14% | 154 |
|
|
2024
Q4 | $266K | Buy |
5,663
+53
| +0.9% | +$2.49K | 0.15% | 142 |
|
|
2024
Q3 | $240K | Sell |
5,610
-208
| -4% | -$8.9K | 0.15% | 132 |
|
|
2024
Q2 | $255K | Sell |
5,818
-207
| -3% | -$9.06K | 0.17% | 126 |
|
|
2024
Q1 | $235K | Buy |
6,025
+41
| +0.7% | +$1.6K | 0.17% | 126 |
|
|
2023
Q4 | $221K | Buy |
+5,984
| New | +$221K | 0.25% | 91 |
|
|
2023
Q2 | – | Sell |
-6,364
| Closed | -$208K | – | 144 |
|
|
2023
Q1 | $208K | Buy |
6,364
+540
| +9% | +$17.7K | 0.19% | 125 |
|
|
2022
Q4 | $251K | Buy |
5,824
+40
| +0.7% | +$1.72K | 0.23% | 111 |
|
|
2022
Q3 | $251K | Buy |
5,784
+1,004
| +21% | +$43.6K | 0.23% | 105 |
|
|
2022
Q2 | $226K | Buy |
4,780
+950
| +25% | +$44.9K | 0.19% | 115 |
|
|
2022
Q1 | $217K | Buy |
+3,830
| New | +$217K | 0.15% | 135 |
|
|
2020
Q2 | – | Sell |
-2,508
| Closed | -$77K | – | 269 |
|
|
2020
Q1 | $77K | Buy |
+2,508
| New | +$77K | 0.09% | 166 |
|