Everett Harris & Co’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
Q2
$390K Sell
2025
Q1
$376K Hold
2024
Q4
$396K Hold
2024
Q3
$391K Hold
2024
Q2
$355K Sell
2024
Q1
$362K Hold
2023
Q4
$343K Sell
2023
Q3
$268K Hold
2023
Q2
$284K Hold
2023
Q1
$319K Hold
2022
Q4
$402K Buy