Hedeker Wealth’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 | $4.46M | Buy |
103,757
+2,908
| +3% | +$125K | 1.04% | 32 |
|
|
2025
Q1 | $4.15M | Buy |
100,849
+3,372
| +3% | +$139K | 1.12% | 33 |
|
|
2024
Q4 | $4.23M | Buy |
97,477
+636
| +0.7% | +$27.6K | 1.05% | 35 |
|
|
2024
Q3 | $4.14M | Buy |
96,841
+8,019
| +9% | +$343K | 1.1% | 37 |
|
|
2024
Q2 | $3.45M | Sell |
88,822
-14,542
| -14% | -$565K | 1% | 39 |
|
|
2024
Q1 | $4.03M | Buy |
103,364
+18,934
| +22% | +$738K | 1.16% | 34 |
|
|
2023
Q4 | $3.12M | Sell |
84,430
-19,651
| -19% | -$726K | 0.98% | 39 |
|
|
2023
Q3 | $2.98M | Buy |
104,081
+3,928
| +4% | +$112K | 1.03% | 37 |
|
|
2023
Q2 | $3.04M | Sell |
100,153
-3,422
| -3% | -$104K | 1.01% | 41 |
|
|
2023
Q1 | $3.53M | Buy |
103,575
+30,585
| +42% | +$1.04M | 1.26% | 33 |
|
|
2022
Q4 | $3.14M | Buy |
72,990
+1,466
| +2% | +$63.1K | 1.17% | 35 |
|
|
2022
Q3 | $3.11M | Buy |
71,524
+27,866
| +64% | +$1.21M | 1.21% | 38 |
|
|
2022
Q2 | $2.14M | Sell |
43,658
-30,540
| -41% | -$1.5M | 0.74% | 45 |
|
|
2022
Q1 | $4.21M | Buy |
74,198
+18,792
| +34% | +$1.07M | 1.27% | 37 |
|
|
2021
Q4 | $3.24M | Sell |
55,406
-635
| -1% | -$37.2K | 0.94% | 42 |
|
|
2021
Q3 | $3.29M | Buy |
56,041
+20,885
| +59% | +$1.22M | 1.02% | 39 |
|
|
2021
Q2 | $1.95M | Buy |
+35,156
| New | +$1.95M | 0.61% | 58 |
|