LIM
Loudon Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
124,821
-525
| -0.4% | -$22.6K | 2.97% | 7 |
|
|
2025
Q1 | $5.16M | Buy |
125,346
+2,519
| +2% | +$104K | 2.95% | 9 |
|
|
2024
Q4 | $5.33M | Sell |
122,827
-600
| -0.5% | -$26K | 3.03% | 9 |
|
|
2024
Q3 | $5.28M | Sell |
123,427
-2,200
| -2% | -$94.1K | 2.89% | 8 |
|
|
2024
Q2 | $4.88M | Sell |
125,627
-391
| -0.3% | -$15.2K | 2.87% | 7 |
|
|
2024
Q1 | $4.91M | Sell |
126,018
-10,175
| -7% | -$397K | 2.82% | 8 |
|
|
2023
Q4 | $5.03M | Buy |
136,193
+4,795
| +4% | +$177K | 3.11% | 6 |
|
|
2023
Q3 | $3.76M | Buy |
131,398
+20,490
| +18% | +$586K | 2.59% | 13 |
|
|
2023
Q2 | $3.37M | Buy |
110,908
+92,359
| +498% | +$2.8M | 2.22% | 16 |
|
|
2023
Q1 | $633K | Buy |
18,549
+11,383
| +159% | +$388K | 0.44% | 59 |
|
|
2022
Q4 | $308K | Buy |
7,166
+1,131
| +19% | +$48.7K | 0.22% | 81 |
|
|
2022
Q3 | $263K | Sell |
6,035
-16,236
| -73% | -$708K | 0.21% | 83 |
|
|
2022
Q2 | $1.06M | Buy |
22,271
+9,645
| +76% | +$457K | 0.79% | 39 |
|
|
2022
Q1 | $716K | Sell |
12,626
-605
| -5% | -$34.3K | 0.47% | 58 |
|
|
2021
Q4 | $775K | Sell |
13,231
-500
| -4% | -$29.3K | 0.49% | 55 |
|
|
2021
Q3 | $805K | Sell |
13,731
-374
| -3% | -$21.9K | 0.57% | 46 |
|
|
2021
Q2 | $783K | Buy |
14,105
+1,180
| +9% | +$65.5K | 0.53% | 50 |
|
|
2021
Q1 | $754K | Buy |
12,925
+6,700
| +108% | +$391K | 0.54% | 48 |
|
|
2020
Q4 | $298K | Sell |
6,225
-1,300
| -17% | -$62.2K | 0.23% | 63 |
|
|
2020
Q3 | $286K | Sell |
7,525
-25
| -0.3% | -$950 | 0.24% | 64 |
|
|
2020
Q2 | $284K | Sell |
7,550
-300
| -4% | -$11.3K | 0.25% | 64 |
|
|
2020
Q1 | $242K | Sell |
7,850
-2,125
| -21% | -$65.5K | 0.25% | 71 |
|
|
2019
Q4 | $562K | Buy |
9,975
+75
| +0.8% | +$4.23K | 0.44% | 58 |
|
|
2019
Q3 | $528K | Buy |
9,900
+3,325
| +51% | +$177K | 0.44% | 56 |
|
|
2019
Q2 | $323K | Buy |
+6,575
| New | +$323K | 0.27% | 70 |
|