Harbour Investments’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 | $227K | Buy |
5,274
+9
| +0.2% | +$387 | 0.01% | 1117 |
|
|
2025
Q1 | $217K | Buy |
5,265
+1,305
| +33% | +$53.7K | 0.01% | 1058 |
|
|
2024
Q4 | $172K | Sell |
3,960
-353
| -8% | -$15.3K | ﹤0.01% | 1118 |
|
|
2024
Q3 | $184K | Buy |
4,313
+537
| +14% | +$23K | 0.01% | 1044 |
|
|
2024
Q2 | $147K | Buy |
3,776
+9
| +0.2% | +$350 | ﹤0.01% | 1066 |
|
|
2024
Q1 | $147K | Sell |
3,767
-1,246
| -25% | -$48.6K | 0.01% | 1045 |
|
|
2023
Q4 | $185K | Buy |
5,013
+42
| +0.8% | +$1.55K | 0.01% | 886 |
|
|
2023
Q3 | $142K | Sell |
4,971
-363
| -7% | -$10.4K | 0.01% | 912 |
|
|
2023
Q2 | $162K | Buy |
5,334
+355
| +7% | +$10.8K | 0.01% | 873 |
|
|
2023
Q1 | $170K | Sell |
4,979
-297
| -6% | -$10.1K | 0.01% | 828 |
|
|
2022
Q4 | $227K | Buy |
5,276
+718
| +16% | +$30.9K | 0.01% | 701 |
|
|
2022
Q3 | $216K | Hold |
4,558
| – | – | 0.01% | 659 |
|
|
2022
Q2 | $216K | Buy |
+4,558
| New | +$216K | 0.01% | 659 |
|
|
2021
Q4 | $116K | Sell |
1,981
-16,534
| -89% | -$968K | 0.01% | 911 |
|
|
2021
Q3 | $1.09M | Buy |
18,515
+206
| +1% | +$12.1K | 0.03% | 419 |
|
|
2021
Q2 | $1.02M | Buy |
18,309
+23
| +0.1% | +$1.28K | 0.03% | 454 |
|
|
2021
Q1 | $1.07M | Buy |
+18,286
| New | +$1.07M | 0.04% | 395 |
|