Evergreen Capital Management’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 | $524K | Buy |
|
|||||
|
2025
Q2 | $397K | Sell |
|
|||||
|
2025
Q1 | $608K | Sell |
|
|||||
|
2024
Q4 | $647K | Buy |
|
|||||
|
2024
Q3 | $632K | Buy |
|
|||||
|
2024
Q2 | $553K | Buy |
|
|||||
|
2024
Q1 | $513K | Buy |
|
|||||
|
2023
Q4 | $290K | Sell |
|
|||||
|
2023
Q3 | $498K | Buy |
|
|||||
|
2023
Q2 | $437K | Buy |
|
|||||
|
2023
Q1 | $244K | Sell |
|
|||||
|
2022
Q4 | $585K | Buy |
|
|||||
|
2022
Q3 | $329K | Sell |
|
|||||
|
2022
Q2 | $390K | Buy |
|
|||||
|
2022
Q1 | $453K | Buy |
|
|||||
|
2021
Q4 | $408K | Buy |
|
|||||
|
2021
Q3 | $370K | Buy |
|
|||||
|
2021
Q2 | $272K | Buy |
|
|||||
|
2021
Q1 | $285K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $207K | Buy |
|