Concourse Financial Group Securities’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,919
| Closed | -$1.22M | – | 7554 |
|
|
2024
Q4 | $1.22M | Buy |
25,919
+8,605
| +50% | +$405K | 0.07% | 285 |
|
|
2024
Q3 | $741K | Buy |
17,314
+3,498
| +25% | +$150K | 0.04% | 375 |
|
|
2024
Q2 | $537K | Buy |
13,816
+528
| +4% | +$20.5K | 0.03% | 426 |
|
|
2024
Q1 | $518K | Buy |
13,288
+310
| +2% | +$12.1K | 0.03% | 433 |
|
|
2023
Q4 | $479K | Buy |
12,978
+706
| +6% | +$26.1K | 0.03% | 452 |
|
|
2023
Q3 | $351K | Buy |
12,272
+6,685
| +120% | +$191K | 0.03% | 483 |
|
|
2023
Q2 | $170K | Sell |
5,587
-577
| -9% | -$17.5K | 0.01% | 694 |
|
|
2023
Q1 | $210K | Sell |
6,164
-4,331
| -41% | -$148K | 0.02% | 631 |
|
|
2022
Q4 | $452K | Buy |
10,495
+419
| +4% | +$18K | 0.04% | 431 |
|
|
2022
Q3 | $439K | Buy |
10,076
+74
| +0.7% | +$3.22K | 0.04% | 380 |
|
|
2022
Q2 | $474K | Sell |
10,002
-2,603
| -21% | -$123K | 0.04% | 406 |
|
|
2022
Q1 | $715K | Sell |
12,605
-456
| -3% | -$25.9K | 0.05% | 350 |
|
|
2021
Q4 | $765K | Sell |
13,061
-21
| -0.2% | -$1.23K | 0.04% | 393 |
|
|
2021
Q3 | $767K | Buy |
13,082
+1,659
| +15% | +$97.3K | 0.05% | 382 |
|
|
2021
Q2 | $634K | Buy |
11,423
+1,273
| +13% | +$70.7K | 0.04% | 414 |
|
|
2021
Q1 | $592K | Buy |
10,150
+3,644
| +56% | +$213K | 0.04% | 393 |
|
|
2020
Q4 | $312K | Sell |
6,506
-894
| -12% | -$42.9K | 0.02% | 486 |
|
|
2020
Q3 | $282K | Sell |
7,400
-261
| -3% | -$9.95K | 0.02% | 457 |
|
|
2020
Q2 | $288K | Buy |
7,661
+1,932
| +34% | +$72.6K | 0.03% | 424 |
|
|
2020
Q1 | $177K | Sell |
5,729
-6,515
| -53% | -$201K | 0.02% | 498 |
|
|
2019
Q4 | $665K | Buy |
+12,244
| New | +$665K | 0.07% | 228 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5232 |
|
|
2019
Q2 | – | Sell |
-6,964
| Closed | -$324K | – | 5309 |
|
|
2019
Q1 | $324K | Buy |
6,964
+1,398
| +25% | +$65K | 0.03% | 355 |
|
|
2018
Q4 | $241K | Buy |
5,566
+3,856
| +225% | +$167K | 0.03% | 389 |
|
|
2018
Q3 | $83K | Buy |
+1,710
| New | +$83K | 0.02% | 469 |
|