Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $741K | Buy |
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|
2024
Q2 | $537K | Buy |
|
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|
2024
Q1 | $518K | Buy |
|
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|
2023
Q4 | $479K | Buy |
|
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|
2023
Q3 | $351K | Buy |
|
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|
2023
Q2 | $170K | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $452K | Buy |
|
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|
2022
Q3 | $439K | Buy |
|
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $715K | Sell |
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|
2021
Q4 | $765K | Sell |
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|
2021
Q3 | $767K | Buy |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $592K | Buy |
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|
2020
Q4 | $312K | Sell |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | $177K | Sell |
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|
2019
Q4 | $665K | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $83K | Buy |
|