Curi RMB Capital’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 | $467K | Buy |
10,859
+2,658
| +32% | +$114K | 0.01% | 522 |
|
|
2025
Q1 | $337K | Buy |
8,201
+2,254
| +38% | +$92.8K | 0.01% | 416 |
|
|
2024
Q4 | $258K | Buy |
5,947
+2
| +0% | +$87 | 0.01% | 482 |
|
|
2024
Q3 | $254K | Sell |
5,945
-323
| -5% | -$13.8K | 0.01% | 506 |
|
|
2024
Q2 | $244K | Buy |
6,268
+337
| +6% | +$13.1K | 0.01% | 498 |
|
|
2024
Q1 | $231K | Buy |
+5,931
| New | +$231K | 0.01% | 529 |
|
|
2023
Q3 | – | Sell |
-7,320
| Closed | -$222K | – | 516 |
|
|
2023
Q2 | $222K | Buy |
+7,320
| New | +$222K | 0.01% | 476 |
|
|
2021
Q2 | – | Sell |
-4,016
| Closed | -$234K | – | 474 |
|
|
2021
Q1 | $234K | Buy |
+4,016
| New | +$234K | 0.01% | 424 |
|
|
2020
Q2 | – | Sell |
-20,882
| Closed | -$644K | – | 684 |
|
|
2020
Q1 | $644K | Sell |
20,882
-5,326
| -20% | -$164K | 0.03% | 349 |
|
|
2019
Q4 | $1.48M | Buy |
26,208
+7,669
| +41% | +$432K | 0.04% | 301 |
|
|
2019
Q3 | $989K | Sell |
18,539
-354
| -2% | -$18.9K | 0.03% | 364 |
|
|
2019
Q2 | $928K | Sell |
18,893
-4,000
| -17% | -$196K | 0.02% | 401 |
|
|
2019
Q1 | $1.07M | Buy |
22,893
+5,142
| +29% | +$239K | 0.03% | 408 |
|
|
2018
Q4 | $769K | Sell |
17,751
-3,395
| -16% | -$147K | 0.02% | 511 |
|
|
2018
Q3 | $1.03M | Sell |
21,146
-1,306
| -6% | -$63.4K | 0.02% | 470 |
|
|
2018
Q2 | $1.13M | Buy |
22,452
+3,852
| +21% | +$194K | 0.03% | 442 |
|
|
2018
Q1 | $968K | Buy |
18,600
+2,846
| +18% | +$148K | 0.02% | 485 |
|
|
2017
Q4 | $783K | Buy |
15,754
+15,650
| +15,048% | +$778K | 0.02% | 498 |
|
|
2017
Q3 | $5K | Buy |
104
+47
| +82% | +$2.26K | ﹤0.01% | 668 |
|
|
2017
Q2 | $3K | Buy |
57
+17
| +43% | +$895 | ﹤0.01% | 690 |
|
|
2017
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 521 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 528 |
|
|
2016
Q3 | – | Sell |
-68
| Closed | -$2K | – | 481 |
|
|
2016
Q2 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 412 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 452 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 479 |
|