Deroy & Devereaux Private Investment Counsel’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 | $30.1M | Sell |
699,659
-496
| -0.1% | -$21.3K | 1.63% | 20 |
|
|
2025
Q1 | $28.8M | Buy |
700,155
+105,539
| +18% | +$4.34M | 1.67% | 19 |
|
|
2024
Q4 | $25.8M | Buy |
594,616
+130,270
| +28% | +$5.65M | 1.48% | 28 |
|
|
2024
Q3 | $19.9M | Buy |
+464,346
| New | +$19.9M | 1.13% | 48 |
|
|
2023
Q4 | – | Sell |
-7,137
| Closed | -$204K | – | 173 |
|
|
2023
Q3 | $204K | Sell |
7,137
-324,471
| -98% | -$9.27M | 0.01% | 169 |
|
|
2023
Q2 | $10.1M | Buy |
331,608
+2,615
| +0.8% | +$79.4K | 0.7% | 57 |
|
|
2023
Q1 | $11.2M | Sell |
328,993
-2,523
| -0.8% | -$86K | 0.85% | 56 |
|
|
2022
Q4 | $14.3M | Sell |
331,516
-5,160
| -2% | -$222K | 1.1% | 48 |
|
|
2022
Q3 | $14.7M | Buy |
336,676
+31,799
| +10% | +$1.38M | 1.27% | 42 |
|
|
2022
Q2 | $14.5M | Buy |
304,877
+8,731
| +3% | +$414K | 1.2% | 45 |
|
|
2022
Q1 | $16.8M | Buy |
296,146
+103,352
| +54% | +$5.86M | 1.22% | 47 |
|
|
2021
Q4 | $11.3M | Sell |
192,794
-2,993
| -2% | -$175K | 0.83% | 56 |
|
|
2021
Q3 | $11.5M | Sell |
195,787
-1,921
| -1% | -$113K | 0.9% | 54 |
|
|
2021
Q2 | $11M | Sell |
197,708
-582
| -0.3% | -$32.3K | 0.83% | 55 |
|
|
2021
Q1 | $11.6M | Sell |
198,290
-938
| -0.5% | -$54.7K | 0.91% | 53 |
|
|
2020
Q4 | $9.55M | Buy |
+199,228
| New | +$9.55M | 0.85% | 53 |
|
|
2016
Q2 | – | Sell |
-6,200
| Closed | -$206K | – | 169 |
|
|
2016
Q1 | $206K | Hold |
6,200
| – | – | 0.03% | 152 |
|
|
2015
Q4 | $234K | Hold |
6,200
| – | – | 0.03% | 141 |
|
|
2015
Q3 | $221K | Buy |
+6,200
| New | +$221K | 0.03% | 144 |
|
|
2014
Q2 | – | Sell |
-9,000
| Closed | -$362K | – | 176 |
|
|
2014
Q1 | $362K | Hold |
9,000
| – | – | 0.05% | 123 |
|
|
2013
Q4 | $336K | Hold |
9,000
| – | – | 0.05% | 137 |
|
|
2013
Q3 | $304K | Hold |
9,000
| – | – | 0.06% | 123 |
|
|
2013
Q2 | $305K | Buy |
+9,000
| New | +$305K | 0.06% | 124 |
|