Neville Rodie & Shaw’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 | $1.47M | Sell |
34,145
-4,538
| -12% | -$195K | 0.11% | 109 |
|
|
2025
Q1 | $1.59M | Buy |
38,683
+1,215
| +3% | +$50K | 0.12% | 105 |
|
|
2024
Q4 | $1.63M | Buy |
37,468
+5,695
| +18% | +$247K | 0.12% | 106 |
|
|
2024
Q3 | $1.36M | Sell |
31,773
-4,600
| -13% | -$197K | 0.1% | 113 |
|
|
2024
Q2 | $1.41M | Hold |
36,373
| – | – | 0.11% | 107 |
|
|
2024
Q1 | $1.42M | Hold |
36,373
| – | – | 0.11% | 111 |
|
|
2023
Q4 | $1.34M | Sell |
36,373
-1,250
| -3% | -$46.2K | 0.11% | 111 |
|
|
2023
Q3 | $1.08M | Sell |
37,623
-100
| -0.3% | -$2.86K | 0.1% | 119 |
|
|
2023
Q2 | $1.15M | Sell |
37,723
-75
| -0.2% | -$2.28K | 0.1% | 117 |
|
|
2023
Q1 | $1.29M | Sell |
37,798
-200
| -0.5% | -$6.82K | 0.12% | 106 |
|
|
2022
Q4 | $1.64M | Hold |
37,998
| – | – | 0.15% | 94 |
|
|
2022
Q3 | $1.65M | Hold |
37,998
| – | – | 0.16% | 94 |
|
|
2022
Q2 | $1.8M | Sell |
37,998
-50
| -0.1% | -$2.37K | 0.16% | 94 |
|
|
2022
Q1 | $2.11M | Hold |
38,048
| – | – | 0.16% | 93 |
|
|
2021
Q4 | $2.23M | Hold |
38,048
| – | – | 0.16% | 91 |
|
|
2021
Q3 | $2.23M | Hold |
38,048
| – | – | 0.17% | 90 |
|
|
2021
Q2 | $2.11M | Sell |
38,048
-1,700
| -4% | -$94.3K | 0.16% | 90 |
|
|
2021
Q1 | $2.32M | Hold |
39,748
| – | – | 0.19% | 84 |
|
|
2020
Q4 | $1.91M | Sell |
39,748
-4,010
| -9% | -$192K | 0.17% | 89 |
|
|
2020
Q3 | $1.67M | Sell |
43,758
-16,685
| -28% | -$635K | 0.16% | 93 |
|
|
2020
Q2 | $2.27M | Sell |
60,443
-18,074
| -23% | -$679K | 0.23% | 77 |
|
|
2020
Q1 | $2.42M | Sell |
78,517
-19,204
| -20% | -$592K | 0.29% | 72 |
|
|
2019
Q4 | $5.5M | Buy |
97,721
+1,775
| +2% | +$100K | 0.54% | 55 |
|
|
2019
Q3 | $5.12M | Buy |
95,946
+1,300
| +1% | +$69.4K | 0.54% | 56 |
|
|
2019
Q2 | $4.65M | Sell |
94,646
-1,015
| -1% | -$49.9K | 0.49% | 59 |
|
|
2019
Q1 | $4.45M | Sell |
95,661
-6,400
| -6% | -$298K | 0.47% | 59 |
|
|
2018
Q4 | $4.42M | Sell |
102,061
-400
| -0.4% | -$17.3K | 0.54% | 56 |
|
|
2018
Q3 | $4.97M | Sell |
102,461
-7,700
| -7% | -$374K | 0.49% | 62 |
|
|
2018
Q2 | $5.56M | Sell |
110,161
-300
| -0.3% | -$15.1K | 0.59% | 53 |
|
|
2018
Q1 | $5.75M | Buy |
110,461
+3,315
| +3% | +$173K | 0.63% | 53 |
|
|
2017
Q4 | $5.33M | Sell |
107,146
-50
| -0% | -$2.49K | 0.56% | 61 |
|
|
2017
Q3 | $5.03M | Sell |
107,196
-150
| -0.1% | -$7.04K | 0.56% | 62 |
|
|
2017
Q2 | $4.88M | Sell |
107,346
-1,275
| -1% | -$57.9K | 0.56% | 62 |
|
|
2017
Q1 | $4.86M | Sell |
108,621
-2,509
| -2% | -$112K | 0.56% | 61 |
|
|
2016
Q4 | $5.23M | Sell |
111,130
-1,015
| -0.9% | -$47.7K | 0.62% | 56 |
|
|
2016
Q3 | $4.23M | Sell |
112,145
-3,475
| -3% | -$131K | 0.5% | 65 |
|
|
2016
Q2 | $4.12M | Sell |
115,620
-2,550
| -2% | -$90.8K | 0.49% | 64 |
|
|
2016
Q1 | $3.93M | Sell |
118,170
-50
| -0% | -$1.66K | 0.48% | 70 |
|
|
2015
Q4 | $4.47M | Sell |
118,220
-4,700
| -4% | -$178K | 0.54% | 66 |
|
|
2015
Q3 | $4.38M | Sell |
122,920
-2,250
| -2% | -$80.1K | 0.54% | 60 |
|
|
2015
Q2 | $5.05M | Sell |
125,170
-1,400
| -1% | -$56.4K | 0.55% | 57 |
|
|
2015
Q1 | $4.94M | Sell |
126,570
-3,570
| -3% | -$139K | 0.51% | 64 |
|
|
2014
Q4 | $5.06M | Sell |
130,140
-375
| -0.3% | -$14.6K | 0.51% | 62 |
|
|
2014
Q3 | $4.86M | Buy |
130,515
+200
| +0.2% | +$7.44K | 0.48% | 66 |
|
|
2014
Q2 | $5.14M | Sell |
130,315
-600
| -0.5% | -$23.7K | 0.52% | 59 |
|
|
2014
Q1 | $5.26M | Buy |
130,915
+425
| +0.3% | +$17.1K | 0.57% | 55 |
|
|
2013
Q4 | $4.87M | Buy |
130,490
+1,525
| +1% | +$56.9K | 0.53% | 60 |
|
|
2013
Q3 | $4.35M | Buy |
128,965
+3,460
| +3% | +$117K | 0.51% | 58 |
|
|
2013
Q2 | $4.25M | Buy |
+125,505
| New | +$4.25M | 0.51% | 55 |
|