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