Harbor Investment Advisory’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 | $40K | Sell |
931
-865
| -48% | -$37.2K | ﹤0.01% | 670 |
|
|
2025
Q1 | $73.9K | Buy |
1,796
+1,665
| +1,271% | +$68.5K | 0.01% | 530 |
|
|
2024
Q4 | $5.68K | Sell |
131
-565
| -81% | -$24.5K | ﹤0.01% | 947 |
|
|
2024
Q3 | $29.8K | Buy |
696
+453
| +186% | +$19.4K | ﹤0.01% | 678 |
|
|
2024
Q2 | $9.44K | Buy |
243
+9
| +4% | +$350 | ﹤0.01% | 868 |
|
|
2024
Q1 | $9.12K | Hold |
234
| – | – | ﹤0.01% | 875 |
|
|
2023
Q4 | $8.64K | Buy |
234
+67
| +40% | +$2.47K | ﹤0.01% | 852 |
|
|
2023
Q3 | $4.78K | Sell |
167
-163
| -49% | -$4.66K | ﹤0.01% | 928 |
|
|
2023
Q2 | $10K | Sell |
330
-1,459
| -82% | -$44.3K | ﹤0.01% | 1027 |
|
|
2023
Q1 | $61K | Sell |
1,789
-463
| -21% | -$15.8K | 0.01% | 651 |
|
|
2022
Q4 | $96.9K | Sell |
2,252
-643
| -22% | -$27.7K | 0.02% | 500 |
|
|
2022
Q3 | $126K | Buy |
2,895
+6
| +0.2% | +$261 | 0.02% | 418 |
|
|
2022
Q2 | $137K | Sell |
2,889
-114
| -4% | -$5.41K | 0.02% | 419 |
|
|
2022
Q1 | $170K | Sell |
3,003
-218
| -7% | -$12.3K | 0.02% | 406 |
|
|
2021
Q4 | $189K | Buy |
3,221
+744
| +30% | +$43.7K | 0.02% | 386 |
|
|
2021
Q3 | $145K | Hold |
2,477
| – | – | 0.02% | 438 |
|
|
2021
Q2 | $137K | Sell |
2,477
-173
| -7% | -$9.57K | 0.02% | 436 |
|
|
2021
Q1 | $155K | Sell |
2,650
-36
| -1% | -$2.11K | 0.02% | 387 |
|
|
2020
Q4 | $129K | Buy |
2,686
+477
| +22% | +$22.9K | 0.02% | 398 |
|
|
2020
Q3 | $84K | Buy |
2,209
+1,128
| +104% | +$42.9K | 0.02% | 398 |
|
|
2020
Q2 | $41K | Buy |
1,081
+126
| +13% | +$4.78K | 0.01% | 473 |
|
|
2020
Q1 | $29K | Sell |
955
-175
| -15% | -$5.31K | 0.01% | 501 |
|
|
2019
Q4 | $64K | Buy |
+1,130
| New | +$64K | 0.01% | 377 |
|