Lee, Danner & Bass’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67M | Sell |
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|
2025
Q2 | $2.53M | Sell |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $2.24M | Buy |
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|
2023
Q4 | $2.1M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $2.71M | Buy |
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|
2022
Q1 | $2.65M | Sell |
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|
2021
Q4 | $2.8M | Sell |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $2.65M | Buy |
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|
2021
Q1 | $2.77M | Hold |
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|
2020
Q4 | $2.27M | Sell |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $2.69M | Buy |
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