Carlson Capital’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
Q2 | $911K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.75M | Sell |
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|
2024
Q1 | $5.94M | Sell |
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|
2023
Q4 | $22.8M | Buy |
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|
2023
Q3 | $7.3M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $24.6M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $986K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $37.2M | Buy |
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|
2020
Q2 | $31.1M | Sell |
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|
2020
Q1 | $68.8M | Buy |
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|
2019
Q4 | $48M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26.9M | Sell |
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|
2017
Q4 | $53.6M | Buy |
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|
2017
Q3 | $11.2M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $54.3M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $7.53M | Sell |
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|
2013
Q4 | $48.2M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $44.1M | Buy |
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