Newbridge Financial Services Group’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 | $183K | Buy |
4,255
+273
| +7% | +$11.7K | 0.03% | 306 |
|
|
2025
Q1 | $164K | Sell |
3,982
-470
| -11% | -$19.3K | 0.04% | 213 |
|
|
2024
Q4 | $193K | Buy |
4,452
+3,949
| +785% | +$171K | 0.05% | 213 |
|
|
2024
Q3 | $21.5K | Buy |
503
+128
| +34% | +$5.47K | 0.01% | 354 |
|
|
2024
Q2 | $14.6K | Sell |
375
-1,415
| -79% | -$55K | 0.01% | 640 |
|
|
2024
Q1 | $69.8K | Buy |
1,790
+290
| +19% | +$11.3K | 0.03% | 340 |
|
|
2023
Q4 | $55.4K | Sell |
1,500
-2,016
| -57% | -$74.4K | 0.03% | 369 |
|
|
2023
Q3 | $101K | Buy |
3,516
+108
| +3% | +$3.09K | 0.05% | 296 |
|
|
2023
Q2 | $103K | Buy |
3,408
+2,326
| +215% | +$70.6K | 0.05% | 309 |
|
|
2023
Q1 | $36.9K | Buy |
1,082
+323
| +43% | +$11K | 0.02% | 538 |
|
|
2022
Q4 | $32.7K | Buy |
759
+136
| +22% | +$5.85K | 0.02% | 570 |
|
|
2022
Q3 | $27K | Buy |
623
+528
| +556% | +$22.9K | 0.02% | 613 |
|
|
2022
Q2 | $4K | Buy |
95
+1
| +1% | +$42 | ﹤0.01% | 1070 |
|
|
2022
Q1 | $5K | Sell |
94
-599
| -86% | -$31.9K | ﹤0.01% | 1116 |
|
|
2021
Q4 | $41K | Buy |
693
+32
| +5% | +$1.89K | 0.02% | 520 |
|
|
2021
Q3 | $39K | Sell |
661
-32
| -5% | -$1.89K | 0.02% | 481 |
|
|
2021
Q2 | $38K | Buy |
693
+43
| +7% | +$2.36K | 0.02% | 530 |
|
|
2021
Q1 | $38K | Buy |
650
+95
| +17% | +$5.55K | 0.03% | 470 |
|
|
2020
Q4 | $27K | Buy |
+555
| New | +$27K | 0.02% | 470 |
|