Carderock Capital Management’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 | $135K | Buy |
+3,137
| New | +$135K | 0.03% | 82 |
|
|
2023
Q2 | – | Sell |
-4,537
| Closed | -$155K | – | 111 |
|
|
2023
Q1 | $155K | Buy |
+4,537
| New | +$155K | 0.05% | 66 |
|
|
2022
Q4 | – | Sell |
-4,727
| Closed | -$206K | – | 68 |
|
|
2022
Q3 | $206K | Buy |
4,727
+90
| +2% | +$3.92K | 0.11% | 64 |
|
|
2022
Q2 | $220K | Sell |
4,637
-200
| -4% | -$9.49K | 0.09% | 65 |
|
|
2022
Q1 | $274K | Buy |
4,837
+100
| +2% | +$5.67K | 0.09% | 65 |
|
|
2021
Q4 | $277K | Buy |
4,737
+1,500
| +46% | +$87.7K | 0.07% | 70 |
|
|
2021
Q3 | $190K | Buy |
+3,237
| New | +$190K | 0.05% | 76 |
|
|
2021
Q2 | – | Sell |
-3,437
| Closed | -$200K | – | 84 |
|
|
2021
Q1 | $200K | Buy |
+3,437
| New | +$200K | 0.06% | 78 |
|