Caprock Group’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
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $939K | Buy |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $620K | Sell |
|
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|
2022
Q3 | $926K | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $509K | Buy |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $401K | Sell |
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|
2020
Q3 | $492K | Buy |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q4 | $566K | Buy |
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|
2019
Q3 | $399K | Sell |
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|
2019
Q2 | $369K | Sell |
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|
2019
Q1 | $511K | Sell |
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|
2018
Q4 | $579K | Buy |
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|
2018
Q3 | $647K | Sell |
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|
2018
Q2 | $830K | Sell |
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|
2018
Q1 | $880K | Sell |
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|
2017
Q4 | $963K | Sell |
|
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|
2017
Q3 | $1.14M | Buy |
|
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|
2017
Q2 | $1.1M | Buy |
|
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $748K | Buy |
|