Neville Rodie & Shaw’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.5M | Sell |
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|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.41M | Hold |
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|
2024
Q1 | $1.42M | Hold |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.64M | Hold |
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|
2022
Q3 | $1.65M | Hold |
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|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $2.1M | Hold |
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|
2021
Q4 | $2.23M | Hold |
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|
2021
Q3 | $2.23M | Hold |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $2.32M | Hold |
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|
2020
Q4 | $1.91M | Sell |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $2.27M | Sell |
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|
2020
Q1 | $2.42M | Sell |
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|
2019
Q4 | $5.5M | Buy |
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|
2019
Q3 | $5.12M | Buy |
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|
2019
Q2 | $4.65M | Sell |
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|
2019
Q1 | $4.45M | Sell |
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|
2018
Q4 | $4.42M | Sell |
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|
2018
Q3 | $4.97M | Sell |
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|
2018
Q2 | $5.56M | Sell |
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|
2018
Q1 | $5.75M | Buy |
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|
2017
Q4 | $5.33M | Sell |
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|
2017
Q3 | $5.03M | Sell |
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|
2017
Q2 | $4.88M | Sell |
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|
2017
Q1 | $4.86M | Sell |
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|
2016
Q4 | $5.22M | Sell |
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|
2016
Q3 | $4.23M | Sell |
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|
2016
Q2 | $4.12M | Sell |
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|
2016
Q1 | $3.93M | Sell |
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|
2015
Q4 | $4.47M | Sell |
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|
2015
Q3 | $4.38M | Sell |
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|
2015
Q2 | $5.05M | Sell |
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|
2015
Q1 | $4.93M | Sell |
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|
2014
Q4 | $5.06M | Sell |
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|
2014
Q3 | $4.86M | Buy |
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|
2014
Q2 | $5.14M | Sell |
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|
2014
Q1 | $5.26M | Buy |
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|
2013
Q4 | $4.87M | Buy |
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|
2013
Q3 | $4.35M | Buy |
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|
2013
Q2 | $4.25M | Buy |
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