JT Stratford LLC’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
$1.53M Sell
35,649
-1,508
-4% -$64.8K 0.23% 96
2025
Q1
$1.53M Sell
37,157
-29,173
-44% -$1.2M 0.27% 90
2024
Q4
$2.88M Sell
66,330
-4,043
-6% -$175K 0.47% 38
2024
Q3
$3.01M Sell
70,373
-291
-0.4% -$12.4K 0.51% 37
2024
Q2
$2.75M Buy
70,664
+416
+0.6% +$16.2K 0.51% 42
2024
Q1
$2.74M Sell
70,248
-3,784
-5% -$148K 0.55% 35
2023
Q4
$2.73M Sell
74,032
-5,012
-6% -$185K 0.63% 32
2023
Q3
$2.26M Buy
79,044
+1,553
+2% +$44.4K 0.58% 37
2023
Q2
$2.35M Buy
77,491
+8,012
+12% +$243K 0.63% 37
2023
Q1
$2.37M Buy
69,479
+6,602
+10% +$225K 0.68% 33
2022
Q4
$2.71M Buy
62,877
+8,507
+16% +$366K 0.87% 21
2022
Q3
$2.37M Sell
54,370
-7,522
-12% -$327K 0.84% 27
2022
Q2
$2.94M Sell
61,892
-1,056
-2% -$50.1K 0.93% 26
2022
Q1
$3.57M Buy
62,948
+8,388
+15% +$476K 1.04% 25
2021
Q4
$3.19M Buy
54,560
+2,397
+5% +$140K 0.87% 29
2021
Q3
$3.06M Buy
52,163
+142
+0.3% +$8.33K 0.94% 27
2021
Q2
$2.89M Buy
52,021
+9,552
+22% +$530K 0.92% 25
2021
Q1
$2.48M Buy
42,469
+651
+2% +$38K 0.87% 29
2020
Q4
$2M Buy
41,818
+1,433
+4% +$68.7K 0.75% 33
2020
Q3
$1.54M Buy
40,385
+411
+1% +$15.6K 0.66% 42
2020
Q2
$1.5M Buy
39,974
+252
+0.6% +$9.46K 0.77% 43
2020
Q1
$1.23M Buy
39,722
+3,985
+11% +$123K 0.75% 42
2019
Q4
$2.01M Sell
35,737
-230
-0.6% -$13K 0.92% 35
2019
Q3
$1.92M Buy
35,967
+579
+2% +$30.9K 1.08% 32
2019
Q2
$1.74M Sell
35,388
-116
-0.3% -$5.7K 0.96% 33
2019
Q1
$1.65M Buy
35,504
+1,820
+5% +$84.7K 0.95% 37
2018
Q4
$1.46M Buy
33,684
+40
+0.1% +$1.73K 0.97% 40
2018
Q3
$1.63M Sell
33,644
-10,948
-25% -$531K 0.94% 40
2018
Q2
$2.25M Sell
44,592
-1,820
-4% -$91.8K 1.38% 29
2018
Q1
$2.42M Buy
46,412
+31,392
+209% +$1.63M 1.51% 24
2017
Q4
$747K Sell
15,020
-180
-1% -$8.95K 0.49% 55
2017
Q3
$713K Hold
15,200
0.46% 56
2017
Q2
$690K Sell
15,200
-1,040
-6% -$47.2K 0.49% 51
2017
Q1
$726K Hold
16,240
0.54% 52
2016
Q4
$764K Buy
+16,240
New +$764K 0.64% 51