D'Orazio & Associates’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 | $257K | Buy |
5,976
+181
| +3% | +$7.78K | 0.04% | 198 |
|
|
2025
Q1 | $238K | Sell |
5,795
-21
| -0.4% | -$864 | 0.04% | 196 |
|
|
2024
Q4 | $252K | Buy |
5,816
+36
| +0.6% | +$1.56K | 0.04% | 177 |
|
|
2024
Q3 | $247K | Hold |
5,780
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $225K | Hold |
5,780
| – | – | 0.03% | 175 |
|
|
2024
Q1 | $225K | Buy |
5,780
+28
| +0.5% | +$1.09K | 0.04% | 163 |
|
|
2023
Q4 | $212K | Buy |
+5,752
| New | +$212K | 0.04% | 156 |
|
|
2022
Q2 | – | Sell |
-3,977
| Closed | -$225K | – | 124 |
|
|
2022
Q1 | $225K | Sell |
3,977
-27
| -0.7% | -$1.53K | 0.05% | 92 |
|
|
2021
Q4 | $234K | Buy |
4,004
+100
| +3% | +$5.84K | 0.05% | 92 |
|
|
2021
Q3 | $229K | Hold |
3,904
| – | – | 0.06% | 81 |
|
|
2021
Q2 | $217K | Hold |
3,904
| – | – | 0.06% | 79 |
|
|
2021
Q1 | $228K | Hold |
3,904
| – | – | 0.06% | 72 |
|
|
2020
Q4 | $187K | Hold |
3,904
| – | – | 0.06% | 79 |
|
|
2020
Q3 | $149K | Hold |
3,904
| – | – | 0.06% | 83 |
|
|
2020
Q2 | $147K | Hold |
3,904
| – | – | 0.06% | 80 |
|
|
2020
Q1 | $120K | Hold |
3,904
| – | – | 0.06% | 80 |
|
|
2019
Q4 | $220K | Hold |
3,904
| – | – | 0.07% | 67 |
|
|
2019
Q3 | $208K | Hold |
3,904
| – | – | 0.07% | 64 |
|
|
2019
Q2 | $192K | Sell |
3,904
-38
| -1% | -$1.87K | 0.06% | 68 |
|
|
2019
Q1 | $183K | Buy |
3,942
+38
| +1% | +$1.76K | 0.05% | 66 |
|
|
2018
Q4 | $169K | Hold |
3,904
| – | – | 0.06% | 60 |
|
|
2018
Q3 | $190K | Hold |
3,904
| – | – | 0.07% | 59 |
|
|
2018
Q2 | $197K | Hold |
3,904
| – | – | 0.08% | 53 |
|
|
2018
Q1 | $203K | Hold |
3,904
| – | – | 0.08% | 48 |
|
|
2017
Q4 | $194K | Sell |
3,904
-612
| -14% | -$30.4K | 0.07% | 58 |
|
|
2017
Q3 | $212K | Buy |
4,516
+612
| +16% | +$28.7K | 0.08% | 45 |
|
|
2017
Q2 | $177K | Sell |
3,904
-612
| -14% | -$27.7K | 0.07% | 54 |
|
|
2017
Q1 | $202K | Hold |
4,516
| – | – | 0.08% | 45 |
|
|
2016
Q4 | $212K | Hold |
4,516
| – | – | 0.08% | 42 |
|
|
2016
Q3 | $170K | Hold |
4,516
| – | – | 0.07% | 50 |
|
|
2016
Q2 | $161K | Sell |
4,516
-50
| -1% | -$1.78K | 0.06% | 58 |
|
|
2016
Q1 | $151K | Buy |
4,566
+1,705
| +60% | +$56.4K | 0.06% | 58 |
|
|
2015
Q4 | $108K | Hold |
2,861
| – | – | 0.05% | 62 |
|
|
2015
Q3 | $107K | Hold |
2,861
| – | – | 0.05% | 63 |
|
|
2015
Q2 | $116K | Hold |
2,861
| – | – | 0.08% | 59 |
|
|
2015
Q1 | $112K | Buy |
2,861
+50
| +2% | +$1.96K | 0.09% | 57 |
|
|
2014
Q4 | $109K | Hold |
2,811
| – | – | 0.07% | 52 |
|
|
2014
Q3 | $105K | Hold |
2,811
| – | – | 0.08% | 55 |
|
|
2014
Q2 | $111K | Hold |
2,811
| – | – | 0.08% | 47 |
|
|
2014
Q1 | $113K | Hold |
2,811
| – | – | 0.09% | 45 |
|
|
2013
Q4 | $105K | Buy |
+2,811
| New | +$105K | 0.09% | 45 |
|