Colonial River Investments’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 | $405K | Buy |
8,902
+357
| +4% | +$16.2K | 0.17% | 131 |
|
|
2025
Q1 | $352K | Buy |
8,545
+98
| +1% | +$4.03K | 0.19% | 115 |
|
|
2024
Q4 | $366K | Sell |
8,447
-54
| -0.6% | -$2.34K | 0.18% | 121 |
|
|
2024
Q3 | $364K | Buy |
+8,501
| New | +$364K | 0.18% | 129 |
|
|
2023
Q3 | – | Sell |
-10,376
| Closed | -$315K | – | 177 |
|
|
2023
Q2 | $315K | Sell |
10,376
-2,541
| -20% | -$77.1K | 0.21% | 130 |
|
|
2023
Q1 | $440K | Sell |
12,917
-363
| -3% | -$12.4K | 0.26% | 98 |
|
|
2022
Q4 | $571K | Sell |
13,280
-162
| -1% | -$6.97K | 0.36% | 73 |
|
|
2022
Q3 | $585K | Sell |
13,442
-301
| -2% | -$13.1K | 0.41% | 73 |
|
|
2022
Q2 | $652K | Sell |
13,743
-26
| -0.2% | -$1.23K | 0.43% | 68 |
|
|
2022
Q1 | $781K | Buy |
13,769
+2,795
| +25% | +$159K | 0.45% | 67 |
|
|
2021
Q4 | $643K | Buy |
+10,974
| New | +$643K | 0.35% | 80 |
|
|
2021
Q3 | – | Sell |
-10,928
| Closed | -$607K | – | 170 |
|
|
2021
Q2 | $607K | Sell |
10,928
-59
| -0.5% | -$3.28K | 0.43% | 62 |
|
|
2021
Q1 | $641K | Sell |
10,987
-472
| -4% | -$27.5K | 0.52% | 58 |
|
|
2020
Q4 | $611 | Buy |
+11,459
| New | +$611 | 0.28% | 60 |
|