Court Place Advisors’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 | $250K | Buy |
+5,822
| New | +$250K | 0.08% | 132 |
|
|
2022
Q2 | – | Sell |
-3,791
| Closed | -$215K | – | 173 |
|
|
2022
Q1 | $215K | Sell |
3,791
-9,229
| -71% | -$523K | 0.07% | 165 |
|
|
2021
Q4 | $762K | Hold |
13,020
| – | – | 0.21% | 94 |
|
|
2021
Q3 | $764K | Hold |
13,020
| – | – | 0.23% | 89 |
|
|
2021
Q2 | $723K | Hold |
13,020
| – | – | 0.21% | 96 |
|
|
2021
Q1 | $759K | Hold |
13,020
| – | – | 0.24% | 92 |
|
|
2020
Q4 | $624K | Sell |
13,020
-106
| -0.8% | -$5.08K | 0.21% | 96 |
|
|
2020
Q3 | $499K | Hold |
13,126
| – | – | 0.19% | 98 |
|
|
2020
Q2 | $493K | Hold |
13,126
| – | – | 0.19% | 99 |
|
|
2020
Q1 | $405K | Hold |
13,126
| – | – | 0.18% | 105 |
|
|
2019
Q4 | $739K | Buy |
+13,126
| New | +$739K | 0.27% | 89 |
|