Itau Unibanco Holding S.A.’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 | – | Sell |
-7,000
| Closed | -$304K | – | 426 |
|
|
2024
Q4 | $304K | Buy |
+7,000
| New | +$304K | 0.01% | 163 |
|
|
2023
Q2 | – | Sell |
-2,796
| Closed | -$95.3K | – | 602 |
|
|
2023
Q1 | $95.3K | Buy |
+2,796
| New | +$95.3K | ﹤0.01% | 244 |
|
|
2019
Q3 | – | Sell |
-9,832
| Closed | -$483K | – | 648 |
|
|
2019
Q2 | $483K | Buy |
9,832
+5,858
| +147% | +$288K | 0.02% | 296 |
|
|
2019
Q1 | $171K | Hold |
3,974
| – | – | 0.01% | 214 |
|
|
2018
Q4 | $171K | Buy |
+3,974
| New | +$171K | 0.01% | 214 |
|
|
2018
Q3 | – | Sell |
-3,167
| Closed | -$160K | – | 776 |
|
|
2018
Q2 | $160K | Sell |
3,167
-2,863
| -47% | -$145K | 0.02% | 390 |
|
|
2018
Q1 | $314K | Buy |
+6,030
| New | +$314K | ﹤0.01% | 288 |
|
|
2017
Q4 | – | Sell |
-610
| Closed | -$91K | – | 629 |
|
|
2017
Q3 | $91K | Buy |
610
+550
| +917% | +$82K | 0.01% | 526 |
|
|
2017
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 618 |
|