Edgemoor Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $322K | Sell |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $316K | Hold |
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|
2020
Q1 | $260K | Hold |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $366K | Hold |
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|
2019
Q2 | $337K | Hold |
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|
2019
Q1 | $319K | Hold |
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|
2018
Q4 | $297K | Hold |
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|
2018
Q3 | $333K | Hold |
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|
2018
Q2 | $346K | Hold |
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|
2018
Q1 | $357K | Hold |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $1.53M | Hold |
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|
2017
Q2 | $1.48M | Buy |
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|
2017
Q1 | $546K | Sell |
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|
2016
Q4 | $575K | Sell |
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|
2016
Q3 | $529K | Sell |
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|
2016
Q2 | $521K | Hold |
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|
2016
Q1 | $487K | Sell |
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|
2015
Q4 | $1.17M | Buy |
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|
2015
Q3 | $987K | Buy |
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|
2015
Q2 | $712K | Hold |
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|
2015
Q1 | $689K | Hold |
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|
2014
Q4 | $687K | Hold |
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|
2014
Q3 | $657K | Sell |
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|
2014
Q2 | $708K | Buy |
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