Gladstone Institutional Advisory’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 | $591K | Buy |
13,759
+884
| +7% | +$38K | 0.02% | 451 |
|
|
2025
Q1 | $530K | Sell |
12,875
-1,856
| -13% | -$76.4K | 0.02% | 452 |
|
|
2024
Q4 | $639K | Buy |
14,731
+7,194
| +95% | +$312K | 0.03% | 404 |
|
|
2024
Q3 | $322K | Buy |
+7,537
| New | +$322K | 0.02% | 558 |
|
|
2023
Q2 | – | Sell |
-6,017
| Closed | -$205K | – | 710 |
|
|
2023
Q1 | $205K | Sell |
6,017
-67
| -1% | -$2.29K | 0.01% | 609 |
|
|
2022
Q4 | $262K | Sell |
6,084
-3,162
| -34% | -$136K | 0.02% | 534 |
|
|
2022
Q3 | $403K | Sell |
9,246
-2,313
| -20% | -$101K | 0.03% | 433 |
|
|
2022
Q2 | $548K | Sell |
11,559
-3,423
| -23% | -$162K | 0.04% | 389 |
|
|
2022
Q1 | $849K | Sell |
14,982
-4,411
| -23% | -$250K | 0.06% | 331 |
|
|
2021
Q4 | $1.14M | Sell |
19,393
-2,630
| -12% | -$154K | 0.09% | 253 |
|
|
2021
Q3 | $1.29M | Buy |
22,023
+11,513
| +110% | +$675K | 0.13% | 200 |
|
|
2021
Q2 | $583K | Buy |
+10,510
| New | +$583K | 0.07% | 271 |
|
|
2020
Q1 | – | Sell |
-4,139
| Closed | -$233K | – | 316 |
|
|
2019
Q4 | $233K | Buy |
+4,139
| New | +$233K | 0.06% | 232 |
|