CA
Continental Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
165,172
+5,522
| +3% | +$237K | 3.33% | 7 |
|
|
2025
Q1 | $6.57M | Hold |
159,650
| – | – | 3.68% | 7 |
|
|
2024
Q4 | $6.93M | Sell |
159,650
-19,000
| -11% | -$824K | 3.19% | 7 |
|
|
2024
Q3 | $7.64M | Sell |
178,650
-20,000
| -10% | -$855K | 3.68% | 5 |
|
|
2024
Q2 | $7.72M | Buy |
198,650
+45,000
| +29% | +$1.75M | 3.39% | 4 |
|
|
2024
Q1 | $5.99M | Buy |
153,650
+56,200
| +58% | +$2.19M | 2.42% | 7 |
|
|
2023
Q4 | $3.6M | Sell |
97,450
-2,000
| -2% | -$73.8K | 1.4% | 13 |
|
|
2023
Q3 | $2.85M | Buy |
99,450
+2,000
| +2% | +$57.2K | 1.52% | 19 |
|
|
2023
Q2 | $2.96M | Buy |
97,450
+40,000
| +70% | +$1.21M | 1.34% | 19 |
|
|
2023
Q1 | $1.96M | Buy |
57,450
+28,700
| +100% | +$979K | 1.05% | 23 |
|
|
2022
Q4 | $1.24M | Sell |
28,750
-346
| -1% | -$14.9K | 0.65% | 29 |
|
|
2022
Q3 | $1.27M | Hold |
29,096
| – | – | 0.75% | 29 |
|
|
2022
Q2 | $1.38M | Hold |
29,096
| – | – | 0.83% | 30 |
|
|
2022
Q1 | $1.65M | Hold |
29,096
| – | – | 0.81% | 25 |
|
|
2021
Q4 | $1.7M | Sell |
29,096
-22,610
| -44% | -$1.32M | 0.72% | 30 |
|
|
2021
Q3 | $3.03M | Sell |
51,706
-6,000
| -10% | -$352K | 1.29% | 19 |
|
|
2021
Q2 | $3.2M | Hold |
57,706
| – | – | 1.48% | 14 |
|
|
2021
Q1 | $3.37M | Sell |
57,706
-8,144
| -12% | -$475K | 1.56% | 15 |
|
|
2020
Q4 | $3.16M | Hold |
65,850
| – | – | 1.44% | 15 |
|
|
2020
Q3 | $2.51M | Buy |
65,850
+7,000
| +12% | +$266K | 1.33% | 13 |
|
|
2020
Q2 | $2.21M | Buy |
58,850
+9,000
| +18% | +$338K | 1.18% | 20 |
|
|
2020
Q1 | $1.54M | Buy |
49,850
+2,570
| +5% | +$79.2K | 1.14% | 29 |
|
|
2019
Q4 | $2.66M | Buy |
+47,280
| New | +$2.66M | 1.29% | 17 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 99 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 97 |
|