Graypoint 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 | $460K | Buy |
10,704
+4,471
| +72% | +$192K | 0.03% | 337 |
|
2025
Q1 | $256K | Sell |
6,233
-512
| -8% | -$21.1K | 0.02% | 441 |
|
2024
Q4 | $293K | Buy |
6,745
+550
| +9% | +$23.9K | 0.02% | 413 |
|
2024
Q3 | $265K | Buy |
6,195
+589
| +11% | +$25.2K | 0.02% | 424 |
|
2024
Q2 | $218K | Buy |
5,606
+459
| +9% | +$17.8K | 0.02% | 439 |
|
2024
Q1 | $201K | Sell |
5,147
-503
| -9% | -$19.6K | 0.01% | 446 |
|
2023
Q4 | $209K | Buy |
+5,650
| New | +$209K | 0.02% | 417 |
|
2023
Q3 | – | Sell |
-12,446
| Closed | -$378K | – | 424 |
|
2023
Q2 | $378K | Sell |
12,446
-3,112
| -20% | -$94.4K | 0.04% | 264 |
|
2023
Q1 | $531K | Buy |
15,558
+3,693
| +31% | +$126K | 0.06% | 194 |
|
2022
Q4 | $511K | Buy |
11,865
+1,731
| +17% | +$74.5K | 0.06% | 184 |
|
2022
Q3 | $441K | Buy |
10,134
+1,433
| +16% | +$62.4K | 0.06% | 198 |
|
2022
Q2 | $413K | Buy |
8,701
+1,163
| +15% | +$55.2K | 0.05% | 200 |
|
2022
Q1 | $427K | Buy |
7,538
+792
| +12% | +$44.9K | 0.04% | 224 |
|
2021
Q4 | $395K | Buy |
6,746
+3
| +0% | +$176 | 0.04% | 223 |
|
2021
Q3 | $395K | Buy |
6,743
+35
| +0.5% | +$2.05K | 0.05% | 191 |
|
2021
Q2 | $372K | Buy |
6,708
+357
| +6% | +$19.8K | 0.05% | 187 |
|
2021
Q1 | $370K | Buy |
6,351
+747
| +13% | +$43.5K | 0.06% | 172 |
|
2020
Q4 | $269K | Buy |
+5,604
| New | +$269K | 0.05% | 187 |
|