LIM
Leavell Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
18,838
-1,331
| -7% | -$57.2K | 0.04% | 327 |
|
|
2025
Q1 | $830K | Sell |
20,169
-481
| -2% | -$19.8K | 0.04% | 302 |
|
|
2024
Q4 | $896K | Buy |
20,650
+886
| +4% | +$38.4K | 0.04% | 290 |
|
|
2024
Q3 | $845K | Sell |
19,764
-153
| -0.8% | -$6.54K | 0.04% | 314 |
|
|
2024
Q2 | $774K | Sell |
19,917
-2,289
| -10% | -$89K | 0.04% | 304 |
|
|
2024
Q1 | $866K | Sell |
22,206
-1,650
| -7% | -$64.3K | 0.05% | 286 |
|
|
2023
Q4 | $881K | Sell |
23,856
-2,396
| -9% | -$88.5K | 0.06% | 272 |
|
|
2023
Q3 | $751K | Sell |
26,252
-12,181
| -32% | -$348K | 0.05% | 285 |
|
|
2023
Q2 | $1.17M | Sell |
38,433
-7,785
| -17% | -$236K | 0.08% | 227 |
|
|
2023
Q1 | $1.58M | Sell |
46,218
-167
| -0.4% | -$5.7K | 0.11% | 186 |
|
|
2022
Q4 | $2M | Sell |
46,385
-6,979
| -13% | -$300K | 0.15% | 148 |
|
|
2022
Q3 | $2.32M | Sell |
53,364
-30,745
| -37% | -$1.34M | 0.18% | 133 |
|
|
2022
Q2 | $3.99M | Sell |
84,109
-2,812
| -3% | -$133K | 0.31% | 92 |
|
|
2022
Q1 | $4.93M | Buy |
86,921
+2,732
| +3% | +$155K | 0.34% | 81 |
|
|
2021
Q4 | $4.93M | Buy |
84,189
+6,459
| +8% | +$378K | 0.33% | 80 |
|
|
2021
Q3 | $4.56M | Sell |
77,730
-1,137
| -1% | -$66.7K | 0.34% | 82 |
|
|
2021
Q2 | $4.6M | Hold |
78,867
| – | – | 0.37% | 80 |
|
|
2021
Q1 | $4.6M | Buy |
78,867
+21,885
| +38% | +$1.28M | 0.37% | 80 |
|
|
2020
Q4 | $2.73M | Buy |
56,982
+625
| +1% | +$30K | 0.24% | 114 |
|
|
2020
Q3 | $2.14M | Sell |
56,357
-5,156
| -8% | -$196K | 0.19% | 122 |
|
|
2020
Q2 | $2.31M | Buy |
+61,513
| New | +$2.31M | 0.22% | 116 |
|
|
2019
Q4 | – | Sell |
-44,628
| Closed | -$2.38M | – | 391 |
|
|
2019
Q3 | $2.38M | Buy |
44,628
+2,424
| +6% | +$129K | 0.24% | 114 |
|
|
2019
Q2 | $2.07M | Buy |
42,204
+3,050
| +8% | +$150K | 0.22% | 120 |
|
|
2019
Q1 | $1.82M | Hold |
39,154
| – | – | 0.2% | 126 |
|
|
2018
Q4 | $1.7M | Sell |
39,154
-1,099
| -3% | -$47.6K | 0.21% | 121 |
|
|
2018
Q3 | $1.95M | Buy |
40,253
+3,800
| +10% | +$184K | 0.21% | 121 |
|
|
2018
Q2 | $1.84M | Buy |
36,453
+11,400
| +46% | +$575K | 0.21% | 126 |
|
|
2018
Q1 | $1.3M | Buy |
25,053
+18,950
| +311% | +$986K | 0.15% | 152 |
|
|
2017
Q4 | $303K | Buy |
+6,103
| New | +$303K | 0.04% | 319 |
|
|
2017
Q2 | – | Sell |
-4,881
| Closed | -$218K | – | 376 |
|
|
2017
Q1 | $218K | Hold |
4,881
| – | – | 0.03% | 348 |
|
|
2016
Q4 | $230K | Buy |
+4,881
| New | +$230K | 0.03% | 342 |
|