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 |
|