Eastover Investment 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 | $580K | Hold |
13,481
| – | – | 0.26% | 29 |
|
|
2025
Q1 | $555K | Sell |
13,481
-3,593
| -21% | -$148K | 0.27% | 33 |
|
|
2024
Q4 | $741K | Buy |
17,074
+154
| +0.9% | +$6.68K | 0.35% | 32 |
|
|
2024
Q3 | $724K | Hold |
16,920
| – | – | 0.34% | 32 |
|
|
2024
Q2 | $669K | Hold |
16,920
| – | – | 0.32% | 33 |
|
|
2024
Q1 | $660K | Hold |
16,920
| – | – | 0.32% | 33 |
|
|
2023
Q4 | $625K | Hold |
16,920
| – | – | 0.33% | 35 |
|
|
2023
Q3 | $484K | Hold |
16,920
| – | – | 0.29% | 36 |
|
|
2023
Q2 | $514K | Sell |
16,920
-231
| -1% | -$7.01K | 0.27% | 38 |
|
|
2023
Q1 | $585K | Sell |
17,151
-25
| -0.1% | -$852 | 0.33% | 37 |
|
|
2022
Q4 | $739K | Buy |
17,176
+25
| +0.1% | +$1.08K | 0.42% | 37 |
|
|
2022
Q3 | $747K | Buy |
17,151
+4,185
| +32% | +$182K | 0.47% | 36 |
|
|
2022
Q2 | $615K | Sell |
12,966
-1,100
| -8% | -$52.2K | 0.38% | 38 |
|
|
2022
Q1 | $798K | Buy |
14,066
+1,050
| +8% | +$59.6K | 0.42% | 36 |
|
|
2021
Q4 | $762K | Hold |
13,016
| – | – | 0.44% | 36 |
|
|
2021
Q3 | $763K | Sell |
13,016
-150
| -1% | -$8.79K | 0.5% | 36 |
|
|
2021
Q2 | $731K | Sell |
13,166
-160
| -1% | -$8.88K | 0.47% | 37 |
|
|
2021
Q1 | $777K | Sell |
13,326
-131
| -1% | -$7.64K | 0.55% | 34 |
|
|
2020
Q4 | $645K | Hold |
13,457
| – | – | 0.45% | 39 |
|
|
2020
Q3 | $512K | Hold |
13,457
| – | – | 0.39% | 38 |
|
|
2020
Q2 | $505K | Hold |
13,457
| – | – | 0.42% | 37 |
|
|
2020
Q1 | $415K | Buy |
+13,457
| New | +$415K | 0.4% | 38 |
|