Country Club Bank’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 | $4.79M | Sell |
112,340
-3,771
| -3% | -$161K | 0.3% | 90 |
|
|
2025
Q1 | $4.7M | Buy |
116,111
+70,612
| +155% | +$2.86M | 0.32% | 86 |
|
|
2024
Q4 | $1.97M | Buy |
45,499
+39,949
| +720% | +$1.73M | 0.13% | 143 |
|
|
2024
Q3 | $236K | Hold |
5,550
| – | – | 0.02% | 294 |
|
|
2024
Q2 | $210K | Hold |
5,550
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $216K | Hold |
5,550
| – | – | 0.02% | 292 |
|
|
2023
Q4 | $207K | Buy |
+5,550
| New | +$207K | 0.02% | 289 |
|
|
2023
Q1 | – | Sell |
-5,661
| Closed | -$244K | – | 295 |
|
|
2022
Q4 | $244K | Buy |
5,661
+11
| +0.2% | +$473 | 0.02% | 268 |
|
|
2022
Q3 | $248K | Sell |
5,650
-750
| -12% | -$32.9K | 0.02% | 246 |
|
|
2022
Q2 | $304K | Hold |
6,400
| – | – | 0.03% | 234 |
|
|
2022
Q1 | $376K | Buy |
+6,400
| New | +$376K | 0.03% | 206 |
|