Creekmur Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
4,580
+1,040
| +29% | +$44.7K | 0.03% | 227 |
|
|
2025
Q1 | $146K | Buy |
3,540
+3,514
| +13,515% | +$145K | 0.03% | 224 |
|
|
2024
Q4 | $1.13K | Hold |
26
| – | – | ﹤0.01% | 657 |
|
|
2024
Q3 | $1.11K | Hold |
26
| – | – | ﹤0.01% | 714 |
|
|
2024
Q2 | $1.01K | Buy |
26
+1
| +4% | +$39 | ﹤0.01% | 780 |
|
|
2024
Q1 | $975 | Buy |
+25
| New | +$975 | ﹤0.01% | 719 |
|