Coldstream Capital Management’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 | $876K | Sell |
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|
2025
Q1 | $901K | Buy |
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|
2024
Q4 | $926K | Buy |
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|
2024
Q3 | $894K | Buy |
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $444K | Buy |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $764K | Sell |
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|
2021
Q4 | $893K | Buy |
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|
2021
Q3 | $274K | Sell |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.86M | Buy |
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|
2014
Q1 | $1.86M | Buy |
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|
2013
Q4 | $1.7M | Buy |
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|
2013
Q3 | $1.5M | Buy |
|