Edmond de Rothschild Holding’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 | $18.4K | Hold |
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|
2025
Q2 | $17.3K | Hold |
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|
2025
Q1 | $16.6K | Sell |
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|
2024
Q4 | $36.3K | Hold |
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|
2024
Q3 | $35.8K | Hold |
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|
2024
Q2 | $32.5K | Sell |
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|
2024
Q1 | $127K | Sell |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $4.09M | Buy |
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|
2022
Q2 | $4.43M | Sell |
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|
2022
Q1 | $6.63M | Sell |
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|
2021
Q4 | $7.31M | Buy |
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|
2021
Q3 | $4.36M | Buy |
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|
2021
Q2 | $4.03M | Buy |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $164K | Sell |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | $55K | Buy |
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|
2019
Q4 | $88K | Buy |
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|
2019
Q3 | $36K | Buy |
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