Chicago Partners Investment Group’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 | $347K | Sell |
7,576
-598
| -7% | -$27.4K | 0.01% | 769 |
|
|
2025
Q1 | $316K | Buy |
8,174
+2,904
| +55% | +$112K | 0.01% | 669 |
|
|
2024
Q4 | $232K | Buy |
5,270
+122
| +2% | +$5.36K | 0.01% | 759 |
|
|
2024
Q3 | $224K | Buy |
+5,148
| New | +$224K | 0.01% | 716 |
|
|
2018
Q4 | – | Sell |
-111
| Closed | -$5K | – | 854 |
|
|
2018
Q3 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 921 |
|
|
2017
Q1 | – | Sell |
-70
| Closed | -$3K | – | 597 |
|
|
2016
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 496 |
|
|
2015
Q2 | – | Sell |
-180
| Closed | -$7K | – | 488 |
|
|
2015
Q1 | $7K | Sell |
180
-180
| -50% | -$7K | ﹤0.01% | 396 |
|
|
2014
Q4 | $14K | Buy |
+360
| New | +$14K | 0.01% | 330 |
|