JIP
Jaffetilchin Investment Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
9,007
-273
| -3% | -$11.7K | 0.03% | 294 |
|
|
2025
Q1 | $382K | Sell |
9,280
-583
| -6% | -$24K | 0.03% | 280 |
|
|
2024
Q4 | $428K | Buy |
9,863
+9,099
| +1,191% | +$395K | 0.03% | 254 |
|
|
2024
Q3 | $32.7K | Sell |
764
-29,448
| -97% | -$1.26M | ﹤0.01% | 648 |
|
|
2024
Q2 | $1.17M | Buy |
30,212
+394
| +1% | +$15.3K | 0.1% | 121 |
|
|
2024
Q1 | $1.16M | Sell |
29,818
-30
| -0.1% | -$1.17K | 0.1% | 122 |
|
|
2023
Q4 | $1.1M | Sell |
29,848
-590
| -2% | -$21.8K | 0.11% | 123 |
|
|
2023
Q3 | $871K | Sell |
30,438
-18,009
| -37% | -$515K | 0.1% | 128 |
|
|
2023
Q2 | $1.47M | Sell |
48,447
-1,059
| -2% | -$32.1K | 0.16% | 92 |
|
|
2023
Q1 | $1.69M | Buy |
49,506
+21,819
| +79% | +$744K | 0.19% | 93 |
|
|
2022
Q4 | $1.19M | Buy |
27,687
+311
| +1% | +$13.4K | 0.15% | 114 |
|
|
2022
Q3 | $1.19M | Buy |
27,376
+294
| +1% | +$12.8K | 0.15% | 91 |
|
|
2022
Q2 | $1.28M | Sell |
27,082
-197
| -0.7% | -$9.34K | 0.15% | 97 |
|
|
2022
Q1 | $1.27M | Sell |
27,279
-12,899
| -32% | -$600K | 0.15% | 98 |
|
|
2021
Q4 | $2.35M | Buy |
40,178
+332
| +0.8% | +$19.4K | 0.22% | 74 |
|
|
2021
Q3 | $2.34M | Sell |
39,846
-34,030
| -46% | -$2M | 0.25% | 70 |
|
|
2021
Q2 | $3.83M | Buy |
73,876
+36,386
| +97% | +$1.89M | 0.26% | 68 |
|
|
2021
Q1 | $2.19M | Buy |
37,490
+1,845
| +5% | +$108K | 0.26% | 73 |
|
|
2020
Q4 | $1.71M | Buy |
35,645
+10,012
| +39% | +$480K | 0.24% | 72 |
|
|
2020
Q3 | $975K | Buy |
25,633
+282
| +1% | +$10.7K | 0.18% | 75 |
|
|
2020
Q2 | $952K | Buy |
25,351
+721
| +3% | +$27.1K | 0.21% | 66 |
|
|
2020
Q1 | $760K | Sell |
24,630
-724
| -3% | -$22.3K | 0.27% | 55 |
|
|
2019
Q4 | $1.43M | Buy |
+25,354
| New | +$1.43M | 0.31% | 59 |
|
|
2018
Q3 | – | Sell |
-5,282
| Closed | -$266K | – | 338 |
|
|
2018
Q2 | $266K | Buy |
+5,282
| New | +$266K | 0.06% | 239 |
|