Chicago Capital’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 | $205K | Buy |
+4,762
| New | +$205K | 0.01% | 345 |
|
|
2025
Q1 | – | Sell |
-5,068
| Closed | -$220K | – | 352 |
|
|
2024
Q4 | $220K | Buy |
+5,068
| New | +$220K | 0.01% | 302 |
|
|
2022
Q1 | – | Sell |
-3,600
| Closed | -$211K | – | 267 |
|
|
2021
Q4 | $211K | Hold |
3,600
| – | – | 0.01% | 246 |
|
|
2021
Q3 | $211K | Hold |
3,600
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $200K | Hold |
3,600
| – | – | 0.01% | 242 |
|
|
2021
Q1 | $210K | Buy |
+3,600
| New | +$210K | 0.01% | 232 |
|