Dover Advisors’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 | $963K | Sell |
22,409
-1,351
| -6% | -$58.1K | 0.42% | 62 |
|
2025
Q1 | $978K | Buy |
23,760
+8,307
| +54% | +$342K | 0.43% | 62 |
|
2024
Q4 | $670K | Sell |
15,453
-400
| -3% | -$17.4K | 0.38% | 76 |
|
2024
Q3 | $678K | Buy |
15,853
+10,568
| +200% | +$452K | 0.38% | 74 |
|
2024
Q2 | $205K | Hold |
5,285
| – | – | 0.13% | 122 |
|
2024
Q1 | $206K | Buy |
+5,285
| New | +$206K | 0.14% | 111 |
|