Fourthstone LLC’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 | $1.08M | Buy |
25,100
+1,100
| +5% | +$47.3K | 0.21% | 69 |
|
2025
Q1 | $988K | Buy |
24,000
+12,000
| +100% | +$494K | 0.24% | 59 |
|
2024
Q4 | $521K | Buy |
+12,000
| New | +$521K | 0.1% | 57 |
|
2024
Q1 | – | Sell |
-27,130
| Closed | -$1M | – | 56 |
|
2023
Q4 | $1M | Sell |
27,130
-16,370
| -38% | -$604K | 0.2% | 57 |
|
2023
Q3 | $1.24M | Sell |
43,500
-323,651
| -88% | -$9.26M | 0.28% | 62 |
|
2023
Q2 | $11.1M | Buy |
367,151
+276,100
| +303% | +$8.38M | 2.96% | 12 |
|
2023
Q1 | $3.1M | Buy |
91,051
+70,951
| +353% | +$2.42M | 1.09% | 28 |
|
2022
Q4 | $865K | Sell |
20,100
-4,000
| -17% | -$172K | 0.23% | 40 |
|
2022
Q3 | $1.05M | Buy |
+24,100
| New | +$1.05M | 0.34% | 39 |
|
2020
Q2 | – | Sell |
-15,000
| Closed | -$463K | – | 61 |
|
2020
Q1 | $463K | Buy |
+15,000
| New | +$463K | 0.42% | 41 |
|