Delta Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-47,125
| Closed | -$1.74M | – | 77 |
|
|
2023
Q4 | $1.74M | Sell |
47,125
-170
| -0.4% | -$6.28K | 1.21% | 39 |
|
|
2023
Q3 | $1.35M | Sell |
47,295
-960
| -2% | -$27.5K | 1.01% | 44 |
|
|
2023
Q2 | $1.47M | Sell |
48,255
-100
| -0.2% | -$3.04K | 1.01% | 40 |
|
|
2023
Q1 | $1.65M | Buy |
48,355
+7,620
| +19% | +$260K | 1.16% | 40 |
|
|
2022
Q4 | $1.75M | Sell |
40,735
-7,620
| -16% | -$328K | 1.28% | 35 |
|
|
2022
Q3 | $2.11M | Hold |
48,355
| – | – | 1.72% | 27 |
|
|
2022
Q2 | $2.29M | Buy |
48,355
+115
| +0.2% | +$5.45K | 1.73% | 25 |
|
|
2022
Q1 | $2.74M | Buy |
+48,240
| New | +$2.74M | 1.82% | 26 |
|