Castleview Partners’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
Q3 | $316K | Buy |
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|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $197K | Sell |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q4 | $159K | Buy |
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|
2023
Q3 | $95.5K | Buy |
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|
2023
Q2 | $4.01K | Hold |
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|
2023
Q1 | $4.5K | Hold |
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|
2022
Q4 | $5.68K | Hold |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $84 | Sell |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q2 | $6K | Buy |
|