Crewe 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 | $15.5K | Buy |
360
+54
| +18% | +$2.32K | ﹤0.01% | 405 |
|
|
2025
Q1 | $12.6K | Hold |
306
| – | – | ﹤0.01% | 403 |
|
|
2024
Q4 | $13.3K | Sell |
306
-380
| -55% | -$16.5K | ﹤0.01% | 402 |
|
|
2024
Q3 | $29.3K | Hold |
686
| – | – | ﹤0.01% | 360 |
|
|
2024
Q2 | $26.7K | Hold |
686
| – | – | ﹤0.01% | 498 |
|
|
2024
Q1 | $26.7K | Buy |
+686
| New | +$26.7K | ﹤0.01% | 455 |
|
|
2023
Q3 | – | Sell |
-855
| Closed | -$26K | – | 879 |
|
|
2023
Q2 | $26K | Sell |
855
-1,948
| -69% | -$59.1K | ﹤0.01% | 329 |
|
|
2023
Q1 | $95.6K | Buy |
2,803
+98
| +4% | +$3.34K | 0.01% | 235 |
|
|
2022
Q4 | $116K | Buy |
2,705
+1,134
| +72% | +$48.8K | 0.02% | 201 |
|
|
2022
Q3 | $68K | Buy |
1,571
+141
| +10% | +$6.1K | 0.01% | 278 |
|
|
2022
Q2 | $68K | Buy |
1,430
+569
| +66% | +$27.1K | 0.02% | 260 |
|
|
2022
Q1 | $49K | Buy |
861
+368
| +75% | +$20.9K | 0.01% | 227 |
|
|
2021
Q4 | $29K | Hold |
493
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $29K | Buy |
493
+187
| +61% | +$11K | 0.01% | 190 |
|
|
2021
Q2 | $17K | Hold |
306
| – | – | ﹤0.01% | 232 |
|
|
2021
Q1 | $18K | Hold |
306
| – | – | ﹤0.01% | 232 |
|
|
2020
Q4 | $15K | Sell |
306
-17
| -5% | -$833 | 0.01% | 224 |
|
|
2020
Q3 | $12K | Buy |
323
+17
| +6% | +$632 | 0.01% | 232 |
|
|
2020
Q2 | $11K | Hold |
306
| – | – | 0.01% | 159 |
|
|
2020
Q1 | $9K | Sell |
306
-88
| -22% | -$2.59K | 0.01% | 145 |
|
|
2019
Q4 | $22K | Buy |
+394
| New | +$22K | 0.01% | 151 |
|