Cobblestone Capital Advisors’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
Q3 | $1.27M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $601K | Buy |
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|
2024
Q2 | $532K | Buy |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $449K | Sell |
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|
2021
Q3 | $473K | Sell |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $467K | Buy |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $392K | Sell |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $288K | Sell |
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|
2019
Q1 | $339K | Sell |
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|
2018
Q4 | $398K | Sell |
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|
2018
Q3 | $492K | Sell |
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|
2018
Q2 | $577K | Sell |
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|
2018
Q1 | $614K | Buy |
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|
2017
Q4 | $563K | Sell |
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|
2017
Q3 | $536K | Sell |
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|
2017
Q2 | $548K | Buy |
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|
2017
Q1 | $518K | Sell |
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|
2016
Q4 | $589K | Buy |
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|
2016
Q3 | $405K | Buy |
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|
2016
Q2 | $253K | Buy |
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