Covestor’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 | $29K | Sell |
675
-1,378
| -67% | -$59.2K | 0.02% | 1118 |
|
|
2025
Q1 | $85K | Sell |
2,053
-113
| -5% | -$4.68K | 0.06% | 585 |
|
|
2024
Q4 | $94K | Buy |
2,166
+24
| +1% | +$1.04K | 0.06% | 571 |
|
|
2024
Q3 | $92K | Buy |
2,142
+33
| +2% | +$1.42K | 0.06% | 572 |
|
|
2024
Q2 | $82K | Sell |
2,109
-117
| -5% | -$4.55K | 0.05% | 610 |
|
|
2024
Q1 | $87K | Sell |
2,226
-3,262
| -59% | -$127K | 0.06% | 626 |
|
|
2023
Q4 | $202K | Buy |
5,488
+512
| +10% | +$18.8K | 0.14% | 137 |
|
|
2023
Q3 | $142K | Buy |
4,976
+611
| +14% | +$17.4K | 0.11% | 244 |
|
|
2023
Q2 | $132K | Buy |
4,365
+1,652
| +61% | +$50K | 0.1% | 291 |
|
|
2023
Q1 | $93K | Sell |
2,713
-66
| -2% | -$2.26K | 0.08% | 418 |
|
|
2022
Q4 | $120K | Buy |
2,779
+644
| +30% | +$27.8K | 0.1% | 313 |
|
|
2022
Q3 | $93K | Buy |
2,135
+265
| +14% | +$11.5K | 0.08% | 395 |
|
|
2022
Q2 | $89K | Buy |
1,870
+394
| +27% | +$18.8K | 0.07% | 477 |
|
|
2022
Q1 | $84K | Buy |
1,476
+531
| +56% | +$30.2K | 0.06% | 612 |
|
|
2021
Q4 | $55K | Buy |
+945
| New | +$55K | 0.08% | 483 |
|