Neo Ivy Capital 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
Q1 | – | Sell |
-103,410
| Closed | -$4.49M | – | 419 |
|
|
2024
Q4 | $4.49M | Buy |
103,410
+69,472
| +205% | +$3.01M | 0.9% | 18 |
|
|
2024
Q3 | $1.45M | Buy |
+33,938
| New | +$1.45M | 0.47% | 88 |
|
|
2022
Q4 | $217K | Buy |
5,040
+1,386
| +38% | +$59.7K | 0.15% | 223 |
|
|
2022
Q3 | $159K | Buy |
+3,654
| New | +$159K | 0.42% | 92 |
|
|
2022
Q1 | – | Sell |
-6,126
| Closed | -$359K | – | 588 |
|
|
2021
Q4 | $359K | Buy |
6,126
+2,796
| +84% | +$164K | 0.52% | 55 |
|
|
2021
Q3 | $125K | Sell |
3,330
-5,244
| -61% | -$197K | 0.14% | 220 |
|
|
2021
Q2 | $476K | Buy |
8,574
+5,479
| +177% | +$304K | 0.48% | 66 |
|
|
2021
Q1 | $181K | Buy |
+3,095
| New | +$181K | 0.2% | 171 |
|
|
2020
Q3 | – | Sell |
-3,330
| Closed | -$125K | – | 617 |
|
|
2020
Q2 | $125K | Buy |
+3,330
| New | +$125K | 0.14% | 220 |
|
|
2019
Q3 | – | Sell |
-29,490
| Closed | -$1.45M | – | 397 |
|
|
2019
Q2 | $1.45M | Buy |
+29,490
| New | +$1.45M | 0.82% | 5 |
|
|
2019
Q1 | – | Sell |
-17,379
| Closed | -$753K | – | 396 |
|
|
2018
Q4 | $753K | Buy |
+17,379
| New | +$753K | 0.59% | 56 |
|