ISB
Iowa State Bank’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
89,573
-1,843
| -2% | -$79.2K | 0.77% | 42 |
|
|
2025
Q1 | $3.76M | Buy |
91,416
+1,617
| +2% | +$66.5K | 0.8% | 40 |
|
|
2024
Q4 | $3.9M | Sell |
89,799
-1,130
| -1% | -$49K | 0.81% | 44 |
|
|
2024
Q3 | $3.89M | Sell |
90,929
-5,589
| -6% | -$239K | 0.8% | 43 |
|
|
2024
Q2 | $3.75M | Buy |
96,518
+4,779
| +5% | +$186K | 0.83% | 41 |
|
|
2024
Q1 | $3.58M | Buy |
91,739
+34,129
| +59% | +$1.33M | 0.79% | 42 |
|
|
2023
Q4 | $2.13M | Sell |
57,610
-3,984
| -6% | -$147K | 0.51% | 69 |
|
|
2023
Q3 | $1.76M | Buy |
61,594
+511
| +0.8% | +$14.6K | 0.46% | 71 |
|
|
2023
Q2 | $1.85M | Sell |
61,083
-2,241
| -4% | -$68K | 0.47% | 71 |
|
|
2023
Q1 | $2.16M | Buy |
63,324
+10,172
| +19% | +$347K | 0.54% | 66 |
|
|
2022
Q4 | $2.29M | Sell |
53,152
-3,823
| -7% | -$164K | 0.57% | 64 |
|
|
2022
Q3 | $2.48M | Sell |
56,975
-179
| -0.3% | -$7.79K | 0.71% | 56 |
|
|
2022
Q2 | $2.71M | Buy |
57,154
+1,179
| +2% | +$55.9K | 0.72% | 52 |
|
|
2022
Q1 | $3.17M | Buy |
55,975
+6,583
| +13% | +$373K | 0.74% | 53 |
|
|
2021
Q4 | $2.89M | Buy |
+49,392
| New | +$2.89M | 0.68% | 56 |
|