Creative Financial Designs’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 | $1.45M | Buy |
33,641
+30,283
| +902% | +$1.3M | 0.1% | 166 |
|
|
2025
Q1 | $138K | Sell |
3,358
-119
| -3% | -$4.9K | 0.01% | 539 |
|
|
2024
Q4 | $151K | Buy |
3,477
+208
| +6% | +$9.02K | 0.01% | 507 |
|
|
2024
Q3 | $140K | Buy |
3,269
+11
| +0.3% | +$470 | 0.01% | 524 |
|
|
2024
Q2 | $127K | Buy |
3,258
+12
| +0.4% | +$466 | 0.01% | 532 |
|
|
2024
Q1 | $127K | Buy |
3,246
+812
| +33% | +$31.6K | 0.01% | 516 |
|
|
2023
Q4 | $89.9K | Buy |
2,434
+68
| +3% | +$2.51K | 0.01% | 558 |
|
|
2023
Q3 | $67.7K | Buy |
2,366
+294
| +14% | +$8.41K | 0.01% | 562 |
|
|
2023
Q2 | $62.9K | Buy |
2,072
+3
| +0.1% | +$91 | 0.01% | 581 |
|
|
2023
Q1 | $70.6K | Sell |
2,069
-124
| -6% | -$4.23K | 0.01% | 523 |
|
|
2022
Q4 | $94.3K | Buy |
2,193
+2
| +0.1% | +$86 | 0.01% | 460 |
|
|
2022
Q3 | $95K | Sell |
2,191
-1,141
| -34% | -$49.5K | 0.02% | 443 |
|
|
2022
Q2 | $158K | Buy |
3,332
+127
| +4% | +$6.02K | 0.03% | 337 |
|
|
2022
Q1 | $182K | Hold |
3,205
| – | – | 0.03% | 325 |
|
|
2021
Q4 | $188K | Sell |
3,205
-307
| -9% | -$18K | 0.03% | 321 |
|
|
2021
Q3 | $206K | Buy |
3,512
+1
| +0% | +$59 | 0.03% | 290 |
|
|
2021
Q2 | $195K | Buy |
3,511
+126
| +4% | +$7K | 0.03% | 299 |
|
|
2021
Q1 | $197K | Buy |
3,385
+216
| +7% | +$12.6K | 0.04% | 274 |
|
|
2020
Q4 | $152K | Buy |
3,169
+2
| +0.1% | +$96 | 0.03% | 299 |
|
|
2020
Q3 | $121K | Buy |
3,167
+2
| +0.1% | +$76 | 0.03% | 306 |
|
|
2020
Q2 | $119K | Buy |
3,165
+1,556
| +97% | +$58.5K | 0.04% | 255 |
|
|
2020
Q1 | $50K | Hold |
1,609
| – | – | 0.03% | 223 |
|
|
2019
Q4 | $91K | Hold |
1,609
| – | – | 0.04% | 201 |
|
|
2019
Q3 | $82K | Hold |
1,609
| – | – | 0.04% | 197 |
|
|
2019
Q2 | $79K | Hold |
1,609
| – | – | 0.04% | 198 |
|
|
2019
Q1 | $75K | Buy |
+1,609
| New | +$75K | 0.04% | 189 |
|
|
2018
Q3 | – | Sell |
-1,609
| Closed | -$81K | – | 822 |
|
|
2018
Q2 | $81K | Buy |
+1,609
| New | +$81K | 0.05% | 195 |
|
|
2017
Q1 | – | Sell |
-95
| Closed | -$4K | – | 847 |
|
|
2016
Q4 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 515 |
|