Lafayette Investments’s Truist Financial TFC Stock Holding History

Lafayette Investments’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Buy	+5,727	New	+$246K	0.05%	139
2025 Q1	–	Sell	-4,727	Closed	-$205K	–	154
2024 Q4	$205K	Sell	4,727 -3,118	-40%	-$135K	0.04%	143
2024 Q3	$336K	Hold	7,845	–	–	0.07%	109
2024 Q2	$305K	Hold	7,845	–	–	0.07%	108
2024 Q1	$306K	Sell	7,845 -1,000	-11%	-$39K	0.07%	108
2023 Q4	$327K	Buy	8,845 +1,800	+26%	+$66.5K	0.08%	100
2023 Q3	$202K	Sell	7,045 -100	-1%	-$2.86K	0.05%	122
2023 Q2	$217K	Hold	7,145	–	–	0.06%	116
2023 Q1	$244K	Hold	7,145	–	–	0.07%	105
2022 Q4	$307K	Hold	7,145	–	–	0.09%	98
2022 Q3	$311K	Hold	7,145	–	–	0.1%	91
2022 Q2	$339K	Hold	7,145	–	–	0.1%	89
2022 Q1	$405K	Hold	7,145	–	–	0.1%	89
2021 Q4	$418K	Sell	7,145 -10	-0.1%	-$585	0.1%	91
2021 Q3	$420K	Hold	7,155	–	–	0.11%	85
2021 Q2	$397K	Buy	7,155 +1,849	+35%	+$103K	0.11%	87
2021 Q1	$309K	Hold	5,306	–	–	0.1%	73
2020 Q4	$254K	Hold	5,306	–	–	0.09%	80
2020 Q3	$202K	Buy	+5,306	New	+$202K	0.08%	85
2020 Q1	–	Sell	-6,439	Closed	-$363K	–	84
2019 Q4	$363K	Buy	6,439 +443	+7%	+$25K	0.13%	71
2019 Q3	$320K	Hold	5,996	–	–	0.12%	72
2019 Q2	$295K	Hold	5,996	–	–	0.1%	69
2019 Q1	$279K	Hold	5,996	–	–	0.1%	74
2018 Q4	$260K	Hold	5,996	–	–	0.1%	74
2018 Q3	$291K	Buy	5,996 +200	+3%	+$9.71K	0.1%	74
2018 Q2	$292K	Hold	5,796	–	–	0.11%	68
2018 Q1	$302K	Hold	5,796	–	–	0.11%	62
2017 Q4	$288K	Sell	5,796 -15	-0.3%	-$745	0.1%	63
2017 Q3	$273K	Hold	5,811	–	–	0.1%	64
2017 Q2	$264K	Hold	5,811	–	–	0.1%	63
2017 Q1	$260K	Hold	5,811	–	–	0.1%	60
2016 Q4	$273K	Hold	5,811	–	–	0.1%	58
2016 Q3	$219K	Hold	5,811	–	–	0.09%	66
2016 Q2	$207K	Buy	+5,811	New	+$207K	0.08%	68
2016 Q1	–	Sell	-5,811	Closed	-$220K	–	69
2015 Q4	$220K	Hold	5,811	–	–	0.09%	66
2015 Q3	$207K	Hold	5,811	–	–	0.09%	66
2015 Q2	$234K	Hold	5,811	–	–	0.1%	64
2015 Q1	$227K	Hold	5,811	–	–	0.1%	64
2014 Q4	$226K	Sell	5,811 -16	-0.3%	-$622	0.09%	64
2014 Q3	$217K	Hold	5,827	–	–	0.1%	62
2014 Q2	$230K	Hold	5,827	–	–	0.1%	62
2014 Q1	$234K	Hold	5,827	–	–	0.11%	61
2013 Q4	$217K	Buy	+5,827	New	+$217K	0.1%	63