Harbour Trust & Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,906
| Closed | -$213K | – | 158 |
|
|
2024
Q4 | $213K | Sell |
4,906
-298
| -6% | -$12.9K | 0.02% | 153 |
|
|
2024
Q3 | $223K | Sell |
5,204
-85
| -2% | -$3.64K | 0.03% | 152 |
|
|
2024
Q2 | $205K | Sell |
5,289
-903
| -15% | -$35.1K | 0.02% | 156 |
|
|
2024
Q1 | $241K | Sell |
6,192
-598
| -9% | -$23.3K | 0.03% | 152 |
|
|
2023
Q4 | $251K | Buy |
+6,790
| New | +$251K | 0.04% | 148 |
|