Davis Investment Partners’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 | $1.57M | Buy |
35,426
+5,809
| +20% | +$257K | 0.56% | 30 |
|
|
2025
Q1 | $1.07M | Sell |
29,617
-1,463
| -5% | -$52.9K | 0.47% | 37 |
|
|
2024
Q4 | $1.33M | Buy |
31,080
+34
| +0.1% | +$1.46K | 0.56% | 36 |
|
|
2024
Q3 | $1.3M | Buy |
31,046
+38
| +0.1% | +$1.59K | 0.54% | 35 |
|
|
2024
Q2 | $1.26M | Sell |
31,008
-500
| -2% | -$20.3K | 0.52% | 42 |
|
|
2024
Q1 | $1.18M | Buy |
31,508
+2,927
| +10% | +$110K | 0.52% | 34 |
|
|
2023
Q4 | $1.06M | Hold |
28,581
| – | – | 0.51% | 34 |
|
|
2023
Q3 | $780K | Sell |
28,581
-1,269
| -4% | -$34.6K | 0.42% | 42 |
|
|
2023
Q2 | $987K | Sell |
29,850
-435
| -1% | -$14.4K | 0.47% | 37 |
|
|
2023
Q1 | $968K | Hold |
30,285
| – | – | 0.51% | 30 |
|
|
2022
Q4 | $1.49M | Buy |
+30,285
| New | +$1.49M | 0.75% | 22 |
|