Choreo LLC’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
$4.51M Sell
104,831
-23,876
-19% -$1.03M 0.06% 209
2025
Q1
$5.3M Sell
128,707
-12,463
-9% -$513K 0.08% 173
2024
Q4
$6.12M Sell
141,170
-36,263
-20% -$1.57M 0.09% 160
2024
Q3
$7.4M Sell
177,433
-59,479
-25% -$2.48M 0.11% 134
2024
Q2
$9.28M Buy
236,912
+215,111
+987% +$8.43M 0.16% 97
2024
Q1
$850K Buy
21,801
+49
+0.2% +$1.91K 0.02% 309
2023
Q4
$803K Buy
21,752
+6,789
+45% +$251K 0.02% 301
2023
Q3
$428K Buy
14,963
+5,862
+64% +$168K 0.02% 312
2023
Q2
$276K Buy
9,101
+2,372
+35% +$72K 0.01% 388
2023
Q1
$229K Buy
+6,729
New +$229K 0.01% 435
2020
Q1
Sell
-5,323
Closed -$300K 198
2019
Q4
$300K Buy
+5,323
New +$300K 0.03% 161