Greatmark Investment 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
Q2 | $400K | Buy |
9,299
+423
| +5% | +$18.2K | 0.05% | 104 |
|
|
2025
Q1 | $365K | Buy |
8,876
+1,874
| +27% | +$77.1K | 0.05% | 105 |
|
|
2024
Q4 | $304K | Buy |
7,002
+1,324
| +23% | +$57.4K | 0.04% | 119 |
|
|
2024
Q3 | $243K | Buy |
5,678
+20
| +0.4% | +$855 | 0.03% | 122 |
|
|
2024
Q2 | $220K | Buy |
+5,658
| New | +$220K | 0.03% | 121 |
|
|
2022
Q1 | – | Sell |
-3,596
| Closed | -$211K | – | 139 |
|
|
2021
Q4 | $211K | Buy |
3,596
+12
| +0.3% | +$704 | 0.04% | 129 |
|
|
2021
Q3 | $210K | Buy |
+3,584
| New | +$210K | 0.04% | 132 |
|
|
2021
Q2 | – | Sell |
-3,561
| Closed | -$208K | – | 139 |
|
|
2021
Q1 | $208K | Buy |
+3,561
| New | +$208K | 0.04% | 129 |
|