Galvin Gaustad & Stein’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,995
| Closed | -$427K | – | 194 |
|
|
2024
Q3 | $427K | Sell |
9,995
-4,910
| -33% | -$210K | 0.04% | 139 |
|
|
2024
Q2 | $579K | Sell |
14,905
-12,391
| -45% | -$481K | 0.05% | 119 |
|
|
2024
Q1 | $1.06M | Sell |
27,296
-11,559
| -30% | -$451K | 0.1% | 89 |
|
|
2023
Q4 | $1.43M | Sell |
38,855
-383,228
| -91% | -$14.1M | 0.13% | 79 |
|
|
2023
Q3 | $12.1M | Buy |
422,083
+7,887
| +2% | +$226K | 1.22% | 40 |
|
|
2023
Q2 | $12.6M | Buy |
414,196
+38,661
| +10% | +$1.17M | 1.22% | 39 |
|
|
2023
Q1 | $12.8M | Buy |
375,535
+21,019
| +6% | +$717K | 1.26% | 36 |
|
|
2022
Q4 | $15.3M | Buy |
354,516
+80,901
| +30% | +$3.48M | 1.54% | 31 |
|
|
2022
Q3 | $11.9M | Buy |
273,615
+109,636
| +67% | +$4.77M | 1.26% | 37 |
|
|
2022
Q2 | $7.78M | Buy |
163,979
+26,170
| +19% | +$1.24M | 0.79% | 51 |
|
|
2022
Q1 | $7.81M | Sell |
137,809
-10,861
| -7% | -$616K | 0.7% | 56 |
|
|
2021
Q4 | $8.71M | Sell |
148,670
-44,766
| -23% | -$2.62M | 0.75% | 53 |
|
|
2021
Q3 | $11.3M | Sell |
193,436
-7,851
| -4% | -$460K | 1.1% | 38 |
|
|
2021
Q2 | $11.2M | Sell |
201,287
-4,575
| -2% | -$254K | 1.06% | 38 |
|
|
2021
Q1 | $12M | Sell |
205,862
-9,622
| -4% | -$561K | 1.21% | 36 |
|
|
2020
Q4 | $10.3M | Buy |
+215,484
| New | +$10.3M | 1.08% | 39 |
|