HDIM
Hanson & Doremus Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
356
| – | – | ﹤0.01% | 416 |
|
|
2025
Q1 | $15K | Hold |
356
| – | – | ﹤0.01% | 413 |
|
|
2024
Q4 | $15K | Hold |
356
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $15K | Buy |
+356
| New | +$15K | ﹤0.01% | 383 |
|
|
2024
Q2 | – | Sell |
-683
| Closed | -$27K | – | 481 |
|
|
2024
Q1 | $27K | Hold |
683
| – | – | ﹤0.01% | 349 |
|
|
2023
Q4 | $25K | Hold |
683
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $20K | Hold |
683
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $21K | Hold |
683
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $23K | Hold |
683
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $29K | Hold |
683
| – | – | 0.01% | 361 |
|
|
2022
Q3 | $30K | Sell |
683
-78
| -10% | -$3.43K | 0.01% | 341 |
|
|
2022
Q2 | $36K | Hold |
761
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $43K | Buy |
761
+327
| +75% | +$18.5K | 0.01% | 325 |
|
|
2021
Q4 | $25K | Buy |
434
+356
| +456% | +$20.5K | 0.01% | 367 |
|
|
2021
Q3 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 446 |
|
|
2021
Q2 | – | Sell |
-78
| Closed | -$5K | – | 517 |
|
|
2021
Q1 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 441 |
|
|
2019
Q4 | – | Sell |
-116
| Closed | -$6K | – | 460 |
|
|
2019
Q3 | $6K | Sell |
116
-35
| -23% | -$1.81K | ﹤0.01% | 423 |
|
|
2019
Q2 | $7K | Hold |
151
| – | – | ﹤0.01% | 430 |
|
|
2019
Q1 | $7K | Sell |
151
-390
| -72% | -$18.1K | ﹤0.01% | 415 |
|
|
2018
Q4 | $23K | Sell |
541
-22
| -4% | -$935 | 0.01% | 328 |
|
|
2018
Q3 | $27K | Hold |
563
| – | – | 0.01% | 336 |
|
|
2018
Q2 | $28K | Sell |
563
-211
| -27% | -$10.5K | 0.01% | 354 |
|
|
2018
Q1 | $40K | Hold |
774
| – | – | 0.01% | 323 |
|
|
2017
Q4 | $38K | Buy |
774
+390
| +102% | +$19.1K | 0.01% | 330 |
|
|
2017
Q3 | $18K | Sell |
384
-655
| -63% | -$30.7K | 0.01% | 382 |
|
|
2017
Q2 | $47K | Hold |
1,039
| – | – | 0.02% | 284 |
|
|
2017
Q1 | $46K | Sell |
1,039
-769
| -43% | -$34K | 0.02% | 277 |
|
|
2016
Q4 | $85K | Sell |
1,808
-123
| -6% | -$5.78K | 0.04% | 224 |
|
|
2016
Q3 | $73K | Sell |
1,931
-370
| -16% | -$14K | 0.03% | 224 |
|
|
2016
Q2 | $82K | Sell |
2,301
-221
| -9% | -$7.88K | 0.04% | 215 |
|
|
2016
Q1 | $84K | Sell |
2,522
-245
| -9% | -$8.16K | 0.04% | 218 |
|
|
2015
Q4 | $105K | Hold |
2,767
| – | – | 0.05% | 205 |
|
|
2015
Q3 | $99K | Buy |
+2,767
| New | +$99K | 0.05% | 212 |
|