NBT Bank’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 | $681K | Buy |
15,849
+2,158
| +16% | +$92.8K | 0.05% | 238 |
|
|
2025
Q1 | $563K | Buy |
13,691
+1,176
| +9% | +$48.4K | 0.04% | 257 |
|
|
2024
Q4 | $543K | Buy |
12,515
+366
| +3% | +$15.9K | 0.04% | 264 |
|
|
2024
Q3 | $520K | Sell |
12,149
-1,265
| -9% | -$54.1K | 0.04% | 274 |
|
|
2024
Q2 | $521K | Buy |
13,414
+1,801
| +16% | +$70K | 0.04% | 275 |
|
|
2024
Q1 | $453K | Sell |
11,613
-532
| -4% | -$20.7K | 0.03% | 285 |
|
|
2023
Q4 | $448K | Sell |
12,145
-636
| -5% | -$23.5K | 0.04% | 277 |
|
|
2023
Q3 | $366K | Buy |
12,781
+366
| +3% | +$10.5K | 0.04% | 249 |
|
|
2023
Q2 | $377K | Buy |
12,415
+227
| +2% | +$6.89K | 0.05% | 195 |
|
|
2023
Q1 | $416K | Buy |
12,188
+1,175
| +11% | +$40.1K | 0.06% | 186 |
|
|
2022
Q4 | $474K | Sell |
11,013
-881
| -7% | -$37.9K | 0.07% | 179 |
|
|
2022
Q3 | $518K | Buy |
11,894
+104
| +0.9% | +$4.53K | 0.08% | 156 |
|
|
2022
Q2 | $559K | Buy |
11,790
+1,743
| +17% | +$82.6K | 0.09% | 153 |
|
|
2022
Q1 | $570K | Buy |
10,047
+492
| +5% | +$27.9K | 0.08% | 155 |
|
|
2021
Q4 | $559K | Sell |
9,555
-409
| -4% | -$23.9K | 0.07% | 163 |
|
|
2021
Q3 | $584K | Buy |
9,964
+288
| +3% | +$16.9K | 0.08% | 156 |
|
|
2021
Q2 | $537K | Buy |
9,676
+3
| +0% | +$166 | 0.07% | 158 |
|
|
2021
Q1 | $564K | Buy |
9,673
+873
| +10% | +$50.9K | 0.08% | 154 |
|
|
2020
Q4 | $421K | Buy |
+8,800
| New | +$421K | 0.06% | 171 |
|