Colonial 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
$2.51M Sell
58,420
-9,428
-14% -$405K 0.37% 71
2025
Q1
$2.79M Sell
67,848
-5,565
-8% -$229K 0.43% 66
2024
Q4
$3.18M Buy
73,413
+8,470
+13% +$367K 0.47% 60
2024
Q3
$2.78M Sell
64,943
-80,407
-55% -$3.44M 0.43% 62
2024
Q2
$5.65M Buy
145,350
+106,773
+277% +$4.15M 0.99% 27
2024
Q1
$1.5M Sell
38,577
-570
-1% -$22.2K 0.28% 85
2023
Q4
$1.45M Sell
39,147
-5,069
-11% -$187K 0.3% 83
2023
Q3
$1.27M Sell
44,216
-4,535
-9% -$130K 0.31% 77
2023
Q2
$1.48M Buy
48,751
+756
+2% +$22.9K 0.35% 73
2023
Q1
$1.64M Buy
47,995
+255
+0.5% +$8.7K 0.42% 65
2022
Q4
$2.05M Sell
47,740
-1,325
-3% -$57K 0.56% 56
2022
Q3
$2.14M Buy
+49,065
New +$2.14M 0.68% 49