Ellis Investment Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $119K | Buy |
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|
2022
Q2 | $127K | Buy |
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|
2022
Q1 | $151K | Buy |
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|
2021
Q4 | $155K | Buy |
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|
2021
Q3 | $155K | Buy |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $153K | Buy |
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|
2020
Q4 | $125K | Buy |
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|
2020
Q3 | $98K | Buy |
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|
2020
Q2 | $93K | Buy |
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|
2020
Q1 | $72K | Sell |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | $68K | Buy |
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|
2019
Q2 | $53K | Buy |
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