Evergreen Capital Management’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 | $397K | Sell |
9,232
-5,545
| -38% | -$238K | 0.01% | 657 |
|
|
2025
Q1 | $608K | Sell |
14,777
-135
| -0.9% | -$5.56K | 0.02% | 440 |
|
|
2024
Q4 | $647K | Buy |
14,912
+136
| +0.9% | +$5.9K | 0.02% | 432 |
|
|
2024
Q3 | $632K | Buy |
14,776
+548
| +4% | +$23.4K | 0.02% | 432 |
|
|
2024
Q2 | $553K | Buy |
14,228
+1,063
| +8% | +$41.3K | 0.02% | 442 |
|
|
2024
Q1 | $513K | Buy |
13,165
+5,305
| +67% | +$207K | 0.02% | 446 |
|
|
2023
Q4 | $290K | Sell |
7,860
-9,530
| -55% | -$352K | 0.01% | 609 |
|
|
2023
Q3 | $498K | Buy |
17,390
+2,998
| +21% | +$85.8K | 0.02% | 394 |
|
|
2023
Q2 | $437K | Buy |
14,392
+7,242
| +101% | +$220K | 0.02% | 426 |
|
|
2023
Q1 | $244K | Sell |
7,150
-6,443
| -47% | -$220K | 0.01% | 585 |
|
|
2022
Q4 | $585K | Buy |
13,593
+6,041
| +80% | +$260K | 0.03% | 347 |
|
|
2022
Q3 | $329K | Sell |
7,552
-671
| -8% | -$29.2K | 0.02% | 426 |
|
|
2022
Q2 | $390K | Buy |
8,223
+231
| +3% | +$11K | 0.02% | 371 |
|
|
2022
Q1 | $453K | Buy |
7,992
+1,017
| +15% | +$57.6K | 0.02% | 396 |
|
|
2021
Q4 | $408K | Buy |
6,975
+667
| +11% | +$39K | 0.02% | 409 |
|
|
2021
Q3 | $370K | Buy |
6,308
+1,415
| +29% | +$83K | 0.02% | 397 |
|
|
2021
Q2 | $272K | Buy |
4,893
+1
| +0% | +$56 | 0.01% | 444 |
|
|
2021
Q1 | $285K | Buy |
+4,892
| New | +$285K | 0.01% | 410 |
|
|
2018
Q2 | – | Sell |
-3,971
| Closed | -$207K | – | 396 |
|
|
2018
Q1 | $207K | Buy |
+3,971
| New | +$207K | 0.02% | 335 |
|