Golden State Equity Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,124
| Closed | -$266K | – | 474 |
|
|
2024
Q4 | $266K | Sell |
6,124
-2,715
| -31% | -$118K | 0.05% | 357 |
|
|
2024
Q3 | $378K | Sell |
8,839
-2,652
| -23% | -$113K | 0.2% | 126 |
|
|
2024
Q2 | $446K | Buy |
+11,491
| New | +$446K | 0.09% | 243 |
|
|
2023
Q4 | $419K | Buy |
11,343
+590
| +5% | +$21.8K | 0.1% | 214 |
|
|
2023
Q3 | $308K | Buy |
10,753
+1,926
| +22% | +$55.1K | 0.09% | 251 |
|
|
2023
Q2 | $268K | Buy |
+8,827
| New | +$268K | 0.08% | 303 |
|