Hoxton Planning & 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 | $594K | Buy |
13,822
+246
| +2% | +$10.6K | 0.21% | 88 |
|
|
2025
Q1 | $559K | Sell |
13,576
-650
| -5% | -$26.7K | 0.21% | 93 |
|
|
2024
Q4 | $617K | Buy |
14,226
+152
| +1% | +$6.59K | 0.24% | 82 |
|
|
2024
Q3 | $602K | Buy |
14,074
+4,141
| +42% | +$177K | 0.23% | 83 |
|
|
2024
Q2 | $386K | Sell |
9,933
-298
| -3% | -$11.6K | 0.18% | 97 |
|
|
2024
Q1 | $399K | Buy |
10,231
+1,122
| +12% | +$43.7K | 0.19% | 97 |
|
|
2023
Q4 | $336K | Buy |
9,109
+1,908
| +26% | +$70.4K | 0.18% | 102 |
|
|
2023
Q3 | $206K | Buy |
+7,201
| New | +$206K | 0.13% | 131 |
|