HeadInvest LLC’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 | – | Sell |
-5,186
| Closed | -$213K | – | 231 |
|
|
2025
Q1 | $213K | Sell |
5,186
-1,445
| -22% | -$59.5K | 0.04% | 226 |
|
|
2024
Q4 | $288K | Sell |
6,631
-2,622
| -28% | -$114K | 0.05% | 199 |
|
|
2024
Q3 | $396K | Sell |
9,253
-870
| -9% | -$37.2K | 0.07% | 168 |
|
|
2024
Q2 | $393K | Sell |
10,123
-840
| -8% | -$32.6K | 0.08% | 163 |
|
|
2024
Q1 | $427K | Sell |
10,963
-14,175
| -56% | -$553K | 0.08% | 166 |
|
|
2023
Q4 | $928K | Sell |
25,138
-3,640
| -13% | -$134K | 0.19% | 90 |
|
|
2023
Q3 | $795K | Sell |
28,778
-8,407
| -23% | -$232K | 0.17% | 94 |
|
|
2023
Q2 | $1.18M | Sell |
37,185
-7,702
| -17% | -$244K | 0.25% | 77 |
|
|
2023
Q1 | $1.53M | Sell |
44,887
-1,789
| -4% | -$61K | 0.34% | 67 |
|
|
2022
Q4 | $2.01M | Sell |
46,676
-4,056
| -8% | -$175K | 0.45% | 54 |
|
|
2022
Q3 | $2.21M | Buy |
50,732
+965
| +2% | +$42K | 0.53% | 49 |
|
|
2022
Q2 | $2.36M | Buy |
49,767
+2,240
| +5% | +$106K | 0.53% | 49 |
|
|
2022
Q1 | $2.7M | Buy |
47,527
+1,554
| +3% | +$88.1K | 0.52% | 49 |
|
|
2021
Q4 | $2.69M | Buy |
45,973
+3,040
| +7% | +$178K | 0.48% | 51 |
|
|
2021
Q3 | $2.52M | Buy |
42,933
+14,319
| +50% | +$840K | 0.48% | 51 |
|
|
2021
Q2 | $1.59M | Buy |
28,614
+14,777
| +107% | +$820K | 0.3% | 65 |
|
|
2021
Q1 | $806K | Buy |
13,837
+4,836
| +54% | +$282K | 0.16% | 97 |
|
|
2020
Q4 | $431K | Buy |
+9,001
| New | +$431K | 0.09% | 143 |
|