Castleview Partners’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 | $261K | Buy |
6,066
+399
| +7% | +$17.2K | 0.17% | 143 |
|
|
2025
Q1 | $233K | Buy |
5,667
+8
| +0.1% | +$329 | 0.16% | 158 |
|
|
2024
Q4 | $245K | Buy |
5,659
+531
| +10% | +$23K | 0.13% | 162 |
|
|
2024
Q3 | $219K | Buy |
5,128
+69
| +1% | +$2.95K | 0.13% | 168 |
|
|
2024
Q2 | $197K | Sell |
5,059
-560
| -10% | -$21.8K | 0.11% | 175 |
|
|
2024
Q1 | $219K | Buy |
5,619
+1,316
| +31% | +$51.3K | 0.12% | 169 |
|
|
2023
Q4 | $159K | Buy |
4,303
+966
| +29% | +$35.7K | 0.11% | 153 |
|
|
2023
Q3 | $95.5K | Buy |
3,337
+3,205
| +2,428% | +$91.7K | 0.09% | 182 |
|
|
2023
Q2 | $4.01K | Hold |
132
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $4.5K | Hold |
132
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $5.68K | Hold |
132
| – | – | 0.01% | 435 |
|
|
2022
Q3 | $6K | Buy |
132
+131
| +13,100% | +$5.96K | 0.01% | 446 |
|
|
2022
Q2 | $84 | Sell |
1
-131
| -99% | -$11K | ﹤0.01% | 751 |
|
|
2022
Q1 | $7K | Buy |
+132
| New | +$7K | ﹤0.01% | 540 |
|
|
2021
Q2 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 782 |
|