Coerente Capital Management’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 | $14M | Buy |
326,644
+17,910
| +6% | +$770K | 2.58% | 19 |
|
|
2025
Q1 | $12.7M | Buy |
308,734
+8,065
| +3% | +$332K | 2.48% | 19 |
|
|
2024
Q4 | $13M | Buy |
300,669
+930
| +0.3% | +$40.3K | 2.43% | 20 |
|
|
2024
Q3 | $12.8M | Buy |
299,739
+1,812
| +0.6% | +$77.5K | 2.39% | 19 |
|
|
2024
Q2 | $11.6M | Buy |
297,927
+1,770
| +0.6% | +$68.8K | 2.26% | 21 |
|
|
2024
Q1 | $11.5M | Sell |
296,157
-6,535
| -2% | -$255K | 2.18% | 21 |
|
|
2023
Q4 | $11.2M | Sell |
302,692
-62,921
| -17% | -$2.32M | 2.29% | 21 |
|
|
2023
Q3 | $10.5M | Sell |
365,613
-37,920
| -9% | -$1.08M | 2.33% | 20 |
|
|
2023
Q2 | $12.2M | Buy |
403,533
+685
| +0.2% | +$20.8K | 2.63% | 19 |
|
|
2023
Q1 | $13.7M | Buy |
402,848
+3,611
| +0.9% | +$123K | 3.09% | 16 |
|
|
2022
Q4 | $17.2M | Sell |
399,237
-5,015
| -1% | -$216K | 3.79% | 14 |
|
|
2022
Q3 | $17.6M | Buy |
404,252
+4,019
| +1% | +$175K | 4.23% | 12 |
|
|
2022
Q2 | $19M | Buy |
400,233
+21,052
| +6% | +$998K | 4.24% | 12 |
|
|
2022
Q1 | $21.5M | Buy |
379,181
+12,495
| +3% | +$708K | 4.29% | 10 |
|
|
2021
Q4 | $21.5M | Buy |
366,686
+1,882
| +0.5% | +$110K | 4.06% | 12 |
|
|
2021
Q3 | $21.4M | Buy |
364,804
+16,760
| +5% | +$983K | 4.43% | 9 |
|
|
2021
Q2 | $19.3M | Buy |
348,044
+2,160
| +0.6% | +$120K | 4% | 15 |
|
|
2021
Q1 | $20.2M | Buy |
+345,884
| New | +$20.2M | 4.41% | 10 |
|