Joel Isaacson & Co’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 | $213K | Sell |
4,952
-228
| -4% | -$9.8K | 0.01% | 393 |
|
|
2025
Q1 | $213K | Buy |
+5,180
| New | +$213K | 0.01% | 369 |
|
|
2017
Q1 | – | Sell |
-1,180
| Closed | -$55K | – | 494 |
|
|
2016
Q4 | $55K | Buy |
1,180
+1
| +0.1% | +$47 | 0.01% | 293 |
|
|
2016
Q3 | $44K | Buy |
1,179
+1
| +0.1% | +$37 | 0.01% | 346 |
|
|
2016
Q2 | $42K | Buy |
1,178
+1
| +0.1% | +$36 | 0.01% | 346 |
|
|
2016
Q1 | $39K | Buy |
1,177
+1
| +0.1% | +$33 | 0.01% | 369 |
|
|
2015
Q4 | $44K | Buy |
1,176
+1
| +0.1% | +$37 | 0.01% | 348 |
|
|
2015
Q3 | $42K | Hold |
1,175
| – | – | 0.01% | 365 |
|
|
2015
Q2 | $47K | Buy |
1,175
+1
| +0.1% | +$40 | 0.01% | 371 |
|
|
2015
Q1 | $46K | Sell |
1,174
-184
| -14% | -$7.21K | 0.01% | 368 |
|
|
2014
Q4 | $53K | Buy |
1,358
+1,251
| +1,169% | +$48.8K | 0.01% | 318 |
|
|
2014
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 542 |
|
|
2014
Q2 | $4K | Buy |
107
+1
| +0.9% | +$37 | ﹤0.01% | 517 |
|
|
2014
Q1 | $4K | Hold |
106
| – | – | ﹤0.01% | 510 |
|
|
2013
Q4 | $4K | Buy |
106
+1
| +1% | +$38 | ﹤0.01% | 467 |
|
|
2013
Q3 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 454 |
|