Longfellow Investment Management’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 | $476K | Hold |
11,083
| – | – | 0.12% | 109 |
|
|
2025
Q1 | $456K | Hold |
11,083
| – | – | 0.11% | 104 |
|
|
2024
Q4 | $481K | Sell |
11,083
-711
| -6% | -$30.8K | 0.12% | 91 |
|
|
2024
Q3 | $504K | Buy |
11,794
+71
| +0.6% | +$3.04K | 0.13% | 94 |
|
|
2024
Q2 | $455K | Buy |
11,723
+81
| +0.7% | +$3.15K | 0.11% | 98 |
|
|
2024
Q1 | $454K | Buy |
11,642
+79
| +0.7% | +$3.08K | 0.1% | 99 |
|
|
2023
Q4 | $427K | Sell |
11,563
-39,248
| -77% | -$1.45M | 0.11% | 97 |
|
|
2023
Q3 | $1.45M | Hold |
50,811
| – | – | 0.38% | 36 |
|
|
2023
Q2 | $1.54M | Buy |
50,811
+3,437
| +7% | +$104K | 0.35% | 39 |
|
|
2023
Q1 | $1.62M | Buy |
47,374
+31,435
| +197% | +$1.07M | 0.37% | 35 |
|
|
2022
Q4 | $686K | Hold |
15,939
| – | – | 0.16% | 102 |
|
|
2022
Q3 | $694K | Hold |
15,939
| – | – | 0.14% | 126 |
|
|
2022
Q2 | $756K | Buy |
15,939
+7,156
| +81% | +$339K | 0.16% | 116 |
|
|
2022
Q1 | $498K | Hold |
8,783
| – | – | 0.08% | 158 |
|
|
2021
Q4 | $515K | Hold |
8,783
| – | – | 0.08% | 151 |
|
|
2021
Q3 | $516K | Hold |
8,783
| – | – | 0.08% | 157 |
|
|
2021
Q2 | $488K | Sell |
8,783
-4,937
| -36% | -$274K | 0.07% | 173 |
|
|
2021
Q1 | $801K | Buy |
+13,720
| New | +$801K | 0.1% | 193 |
|