Harvest Fund 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
Q2 | $6K | Sell |
130
-5,097
| -98% | -$235K | ﹤0.01% | 544 |
|
2025
Q1 | $215K | Sell |
5,227
-1,788
| -25% | -$73.5K | 0.01% | 359 |
|
2024
Q4 | $304K | Buy |
+7,015
| New | +$304K | 0.01% | 408 |
|
2022
Q4 | – | Sell |
-854
| Closed | -$37K | – | 858 |
|
2022
Q3 | $37K | Hold |
854
| – | – | 0.01% | 462 |
|
2022
Q2 | $41K | Hold |
854
| – | – | 0.01% | 442 |
|
2022
Q1 | $48K | Hold |
854
| – | – | 0.01% | 449 |
|
2021
Q4 | $49K | Hold |
854
| – | – | 0.01% | 463 |
|
2021
Q3 | $50K | Hold |
854
| – | – | 0.01% | 404 |
|
2021
Q2 | $48K | Hold |
854
| – | – | 0.01% | 436 |
|
2021
Q1 | $50K | Buy |
+854
| New | +$50K | ﹤0.01% | 412 |
|