Horizon Financial Services’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 | – | Hold |
0
| – | – | – | 350 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 280 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 284 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 276 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 262 |
|
|
2023
Q2 | – | Sell |
-6,305
| Closed | -$215K | – | 50 |
|
|
2023
Q1 | $215K | Sell |
6,305
-189
| -3% | -$6.45K | 0.18% | 50 |
|
|
2022
Q4 | $279K | Hold |
6,494
| – | – | 0.24% | 47 |
|
|
2022
Q3 | $283K | Hold |
6,494
| – | – | 0.25% | 48 |
|
|
2022
Q2 | $308K | Hold |
6,494
| – | – | 0.24% | 43 |
|
|
2022
Q1 | $368K | Sell |
6,494
-1,736
| -21% | -$98.4K | 0.23% | 43 |
|
|
2021
Q4 | $482K | Sell |
8,230
-320
| -4% | -$18.7K | 0.29% | 44 |
|
|
2021
Q3 | $501K | Buy |
8,550
+6,057
| +243% | +$355K | 0.33% | 46 |
|
|
2021
Q2 | $138K | Sell |
2,493
-12
| -0.5% | -$664 | 0.1% | 61 |
|
|
2021
Q1 | $146K | Sell |
2,505
-3,497
| -58% | -$204K | 0.13% | 23 |
|
|
2020
Q4 | $288K | Hold |
6,002
| – | – | 0.26% | 19 |
|
|
2020
Q3 | $228K | Buy |
+6,002
| New | +$228K | 0.22% | 19 |
|