DZ Bank’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 | $674K | Buy |
15,687
+7,037
| +81% | +$303K | ﹤0.01% | 690 |
|
|
2025
Q1 | $356K | Buy |
+8,650
| New | +$356K | ﹤0.01% | 770 |
|
|
2024
Q4 | – | Sell |
-8,650
| Closed | -$370K | – | 1007 |
|
|
2024
Q3 | $370K | Hold |
8,650
| – | – | ﹤0.01% | 758 |
|
|
2024
Q2 | $336K | Buy |
8,650
+6,777
| +362% | +$263K | ﹤0.01% | 793 |
|
|
2024
Q1 | $73K | Sell |
1,873
-10,649
| -85% | -$415K | ﹤0.01% | 980 |
|
|
2023
Q4 | $462K | Hold |
12,522
| – | – | ﹤0.01% | 741 |
|
|
2023
Q3 | $358K | Buy |
12,522
+10,649
| +569% | +$305K | ﹤0.01% | 758 |
|
|
2023
Q2 | $56.8K | Hold |
1,873
| – | – | ﹤0.01% | 992 |
|
|
2023
Q1 | $63.9K | Hold |
1,873
| – | – | ﹤0.01% | 981 |
|
|
2022
Q4 | $80.6K | Buy |
+1,873
| New | +$80.6K | ﹤0.01% | 964 |
|
|
2021
Q4 | – | Sell |
-7,500
| Closed | -$440K | – | 1129 |
|
|
2021
Q3 | $440K | Sell |
7,500
-2,368
| -24% | -$139K | ﹤0.01% | 787 |
|
|
2021
Q2 | $547K | Buy |
+9,868
| New | +$547K | ﹤0.01% | 748 |
|
|
2020
Q2 | – | Sell |
-6,200
| Closed | -$191K | – | 918 |
|
|
2020
Q1 | $191K | Buy |
+6,200
| New | +$191K | ﹤0.01% | 660 |
|
|
2019
Q4 | – | Sell |
-4,400
| Closed | -$235K | – | 873 |
|
|
2019
Q3 | $235K | Hold |
4,400
| – | – | ﹤0.01% | 631 |
|
|
2019
Q2 | $216K | Hold |
4,400
| – | – | ﹤0.01% | 639 |
|
|
2019
Q1 | $205K | Buy |
+4,400
| New | +$205K | ﹤0.01% | 641 |
|
|
2017
Q3 | – | Sell |
-29,126
| Closed | -$1.32M | – | 893 |
|
|
2017
Q2 | $1.32M | Sell |
29,126
-8,606
| -23% | -$391K | 0.01% | 507 |
|
|
2017
Q1 | $1.69M | Buy |
+37,732
| New | +$1.69M | 0.01% | 485 |
|