Clear Investment Research’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
Q2 | $101K | Hold |
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|
2025
Q1 | $97.1K | Hold |
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|
2024
Q4 | $102K | Sell |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $96.4K | Hold |
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|
2024
Q1 | $96.7K | Hold |
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|
2023
Q4 | $91.6K | Sell |
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|
2023
Q3 | $76.6K | Hold |
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|
2023
Q2 | $81.2K | Hold |
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|
2023
Q1 | $91.3K | Hold |
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|
2022
Q4 | $115K | Sell |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $135K | Hold |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $166K | Sell |
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|
2021
Q3 | $176K | Hold |
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|
2021
Q2 | $167K | Hold |
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|
2021
Q1 | $175K | Hold |
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|
2020
Q4 | $144K | Hold |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $113K | Hold |
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|
2020
Q1 | $93K | Hold |
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|
2019
Q4 | $169K | Sell |
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|
2019
Q3 | $160K | Hold |
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|
2019
Q2 | $148K | Buy |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Buy |
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