CANC
Culbertson A N & Co’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
11,728
-37,235
| -76% | -$1.6M | 0.08% | 107 |
|
|
2025
Q1 | $2.01M | Sell |
48,963
-740
| -1% | -$30.5K | 0.32% | 70 |
|
|
2024
Q4 | $2.16M | Buy |
49,703
+2,781
| +6% | +$121K | 0.34% | 64 |
|
|
2024
Q3 | $2.01M | Sell |
46,922
-1,895
| -4% | -$81.1K | 0.32% | 70 |
|
|
2024
Q2 | $1.9M | Buy |
48,817
+1,504
| +3% | +$58.4K | 0.33% | 65 |
|
|
2024
Q1 | $1.84M | Sell |
47,313
-2,431
| -5% | -$94.8K | 0.32% | 68 |
|
|
2023
Q4 | $1.84M | Sell |
49,744
-1,525
| -3% | -$56.3K | 0.34% | 64 |
|
|
2023
Q3 | $1.47M | Sell |
51,269
-421
| -0.8% | -$12K | 0.29% | 69 |
|
|
2023
Q2 | $1.57M | Sell |
51,690
-3,314
| -6% | -$101K | 0.3% | 68 |
|
|
2023
Q1 | $1.88M | Sell |
55,004
-4,533
| -8% | -$155K | 0.38% | 63 |
|
|
2022
Q4 | $2.56M | Sell |
59,537
-530
| -0.9% | -$22.8K | 0.54% | 56 |
|
|
2022
Q3 | $2.62M | Sell |
60,067
-2,194
| -4% | -$95.5K | 0.61% | 54 |
|
|
2022
Q2 | $2.95M | Sell |
62,261
-3,666
| -6% | -$174K | 0.64% | 50 |
|
|
2022
Q1 | $3.74M | Sell |
65,927
-796
| -1% | -$45.1K | 0.7% | 46 |
|
|
2021
Q4 | $3.91M | Sell |
66,723
-1,888
| -3% | -$111K | 0.74% | 42 |
|
|
2021
Q3 | $4.02M | Sell |
68,611
-413
| -0.6% | -$24.2K | 0.82% | 42 |
|
|
2021
Q2 | $3.83M | Buy |
69,024
+95
| +0.1% | +$5.27K | 0.8% | 42 |
|
|
2021
Q1 | $4.02M | Sell |
68,929
-2,156
| -3% | -$126K | 0.89% | 42 |
|
|
2020
Q4 | $3.41M | Sell |
71,085
-674
| -0.9% | -$32.3K | 0.81% | 42 |
|
|
2020
Q3 | $2.73M | Sell |
71,759
-3,207
| -4% | -$122K | 0.72% | 47 |
|
|
2020
Q2 | $2.82M | Sell |
74,966
-400
| -0.5% | -$15K | 0.77% | 44 |
|
|
2020
Q1 | $2.32M | Buy |
75,366
+1,041
| +1% | +$32.1K | 0.75% | 47 |
|
|
2019
Q4 | $4.19M | Buy |
74,325
+5,828
| +9% | +$328K | 1.08% | 31 |
|
|
2019
Q3 | $3.66M | Buy |
68,497
+1,705
| +3% | +$91K | 1% | 35 |
|
|
2019
Q2 | $3.28M | Sell |
66,792
-40
| -0.1% | -$1.97K | 0.91% | 40 |
|
|
2019
Q1 | $3.11M | Sell |
66,832
-279
| -0.4% | -$13K | 0.9% | 40 |
|
|
2018
Q4 | $2.91M | Sell |
67,111
-320
| -0.5% | -$13.9K | 0.93% | 38 |
|
|
2018
Q3 | $3.27M | Buy |
67,431
+3,055
| +5% | +$148K | 0.89% | 37 |
|
|
2018
Q2 | $3.25M | Buy |
64,376
+885
| +1% | +$44.6K | 0.97% | 37 |
|
|
2018
Q1 | $3.3M | Sell |
63,491
-1,754
| -3% | -$91.3K | 0.99% | 37 |
|
|
2017
Q4 | $3.24M | Buy |
65,245
+2,353
| +4% | +$117K | 0.91% | 38 |
|
|
2017
Q3 | $2.95M | Buy |
62,892
+1,971
| +3% | +$92.5K | 0.9% | 40 |
|
|
2017
Q2 | $2.77M | Buy |
60,921
+4,046
| +7% | +$184K | 0.88% | 40 |
|
|
2017
Q1 | $2.54M | Buy |
56,875
+5,717
| +11% | +$256K | 0.83% | 42 |
|
|
2016
Q4 | $2.41M | Buy |
51,158
+2,400
| +5% | +$113K | 0.82% | 41 |
|
|
2016
Q3 | $1.84M | Buy |
48,758
+6,005
| +14% | +$226K | 0.65% | 48 |
|
|
2016
Q2 | $1.52M | Buy |
42,753
+1,190
| +3% | +$42.4K | 0.56% | 55 |
|
|
2016
Q1 | $1.38M | Sell |
41,563
-837
| -2% | -$27.9K | 0.54% | 55 |
|
|
2015
Q4 | $1.6M | Buy |
42,400
+3,857
| +10% | +$146K | 0.63% | 50 |
|
|
2015
Q3 | $1.37M | Buy |
38,543
+5,427
| +16% | +$193K | 0.58% | 56 |
|
|
2015
Q2 | $1.33M | Buy |
33,116
+3,996
| +14% | +$161K | 0.52% | 59 |
|
|
2015
Q1 | $1.14M | Buy |
29,120
+8,865
| +44% | +$346K | 0.45% | 58 |
|
|
2014
Q4 | $788K | Buy |
20,255
+2,910
| +17% | +$113K | 0.33% | 66 |
|
|
2014
Q3 | $645K | Buy |
17,345
+3,600
| +26% | +$134K | 0.28% | 69 |
|
|
2014
Q2 | $542K | Sell |
13,745
-730
| -5% | -$28.8K | 0.24% | 71 |
|
|
2014
Q1 | $581K | Hold |
14,475
| – | – | 0.27% | 69 |
|
|
2013
Q4 | $540K | Sell |
14,475
-370
| -2% | -$13.8K | 0.26% | 66 |
|
|
2013
Q3 | $501K | Sell |
14,845
-3,400
| -19% | -$115K | 0.27% | 68 |
|
|
2013
Q2 | $618K | Buy |
+18,245
| New | +$618K | 0.35% | 64 |
|