Clearstead Trust’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 | $123K | Buy |
2,861
+1,015
| +55% | +$43.6K | 0.02% | 221 |
|
|
2025
Q1 | $76K | Hold |
1,846
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $80.1K | Hold |
1,846
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $79K | Hold |
1,846
| – | – | 0.02% | 208 |
|
|
2024
Q2 | $71.7K | Hold |
1,846
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $72K | Hold |
1,846
| – | – | 0.02% | 213 |
|
|
2023
Q4 | $68.2K | Hold |
1,846
| – | – | 0.02% | 219 |
|
|
2023
Q3 | $52.8K | Hold |
1,846
| – | – | 0.02% | 218 |
|
|
2023
Q2 | $62.9K | Hold |
1,846
| – | – | 0.02% | 197 |
|
|
2023
Q1 | $62.9K | Hold |
1,846
| – | – | 0.02% | 203 |
|
|
2022
Q4 | $79K | Sell |
1,846
-141
| -7% | -$6.03K | 0.03% | 200 |
|
|
2022
Q3 | $86K | Buy |
1,987
+141
| +8% | +$6.1K | 0.03% | 188 |
|
|
2022
Q2 | $88K | Hold |
1,846
| – | – | 0.07% | 108 |
|
|
2022
Q1 | $105K | Sell |
1,846
-267
| -13% | -$15.2K | 0.07% | 110 |
|
|
2021
Q4 | $124K | Hold |
2,113
| – | – | 0.07% | 109 |
|
|
2021
Q3 | $124K | Buy |
+2,113
| New | +$124K | 0.08% | 110 |
|
|
2019
Q1 | – | Sell |
-126
| Closed | -$5K | – | 229 |
|
|
2018
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 202 |
|
|
2018
Q3 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 178 |
|