Lee, Danner & Bass’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 | $2.53M | Sell |
58,952
-195
| -0.3% | -$8.38K | 0.2% | 93 |
|
|
2025
Q1 | $2.43M | Sell |
59,147
-2
| -0% | -$82 | 0.2% | 92 |
|
|
2024
Q4 | $2.57M | Buy |
59,149
+848
| +1% | +$36.8K | 0.2% | 87 |
|
|
2024
Q3 | $2.49M | Buy |
58,301
+548
| +0.9% | +$23.4K | 0.18% | 96 |
|
|
2024
Q2 | $2.24M | Buy |
+57,753
| New | +$2.24M | 0.17% | 96 |
|
|
2023
Q4 | $2.1M | Sell |
56,859
-7,041
| -11% | -$260K | 0.18% | 100 |
|
|
2023
Q3 | $1.83M | Sell |
63,900
-400
| -0.6% | -$11.4K | 0.17% | 101 |
|
|
2023
Q2 | $1.95M | Buy |
64,300
+223
| +0.3% | +$6.77K | 0.17% | 100 |
|
|
2023
Q1 | $2.19M | Sell |
64,077
-405
| -0.6% | -$13.8K | 0.2% | 93 |
|
|
2022
Q4 | $2.78M | Buy |
64,482
+366
| +0.6% | +$15.8K | 0.26% | 82 |
|
|
2022
Q3 | $2.79M | Buy |
64,116
+7,050
| +12% | +$307K | 0.3% | 73 |
|
|
2022
Q2 | $2.71M | Buy |
57,066
+10,420
| +22% | +$494K | 0.27% | 77 |
|
|
2022
Q1 | $2.65M | Sell |
46,646
-1,197
| -3% | -$67.9K | 0.23% | 88 |
|
|
2021
Q4 | $2.8M | Sell |
47,843
-92
| -0.2% | -$5.39K | 0.24% | 82 |
|
|
2021
Q3 | $2.81M | Buy |
47,935
+123
| +0.3% | +$7.21K | 0.26% | 82 |
|
|
2021
Q2 | $2.65M | Buy |
47,812
+384
| +0.8% | +$21.3K | 0.24% | 85 |
|
|
2021
Q1 | $2.77M | Hold |
47,428
| – | – | 0.27% | 80 |
|
|
2020
Q4 | $2.27M | Sell |
47,428
-2,059
| -4% | -$98.7K | 0.24% | 84 |
|
|
2020
Q3 | $1.88M | Sell |
49,487
-600
| -1% | -$22.8K | 0.22% | 87 |
|
|
2020
Q2 | $1.88M | Sell |
50,087
-1,262
| -2% | -$47.4K | 0.24% | 85 |
|
|
2020
Q1 | $1.58M | Buy |
51,349
+3,609
| +8% | +$111K | 0.23% | 85 |
|
|
2019
Q4 | $2.69M | Buy |
+47,740
| New | +$2.69M | 0.28% | 78 |
|