Everett Harris & Co’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 | $390K | Sell |
9,080
-53
| -0.6% | -$2.28K | 0.01% | 243 |
|
|
2025
Q1 | $376K | Hold |
9,133
| – | – | ﹤0.01% | 237 |
|
|
2024
Q4 | $396K | Hold |
9,133
| – | – | 0.01% | 217 |
|
|
2024
Q3 | $391K | Hold |
9,133
| – | – | ﹤0.01% | 206 |
|
|
2024
Q2 | $355K | Sell |
9,133
-165
| -2% | -$6.41K | ﹤0.01% | 209 |
|
|
2024
Q1 | $362K | Hold |
9,298
| – | – | ﹤0.01% | 206 |
|
|
2023
Q4 | $343K | Sell |
9,298
-53
| -0.6% | -$1.96K | ﹤0.01% | 210 |
|
|
2023
Q3 | $268K | Hold |
9,351
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $284K | Hold |
9,351
| – | – | ﹤0.01% | 213 |
|
|
2023
Q1 | $319K | Hold |
9,351
| – | – | 0.01% | 208 |
|
|
2022
Q4 | $402K | Buy |
+9,351
| New | +$402K | 0.01% | 189 |
|