D.J. St. Germain’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 | $10.7K | Hold |
248
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $10.2K | Buy |
+248
| New | +$10.2K | ﹤0.01% | 563 |
|
|
2024
Q2 | – | Sell |
-233
| Closed | -$9.08K | – | 841 |
|
|
2024
Q1 | $9.08K | Hold |
233
| – | – | ﹤0.01% | 562 |
|
|
2023
Q4 | $8.6K | Sell |
233
-247
| -51% | -$9.12K | ﹤0.01% | 571 |
|
|
2023
Q3 | $13.7K | Hold |
480
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $14.6K | Buy |
+480
| New | +$14.6K | ﹤0.01% | 503 |
|