Newman Dignan & Sheerar Inc’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 | $230K | Sell |
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|
2025
Q2 | $343K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $432K | Sell |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $693K | Sell |
|
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.47K | Buy |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.52K | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.2K | Buy |
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|
2020
Q3 | $938K | Buy |
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|
2020
Q2 | $895K | Buy |
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|
2020
Q1 | $743K | Sell |
|
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|
2019
Q4 | $1.48K | Buy |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.3K | Sell |
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|
2019
Q1 | $1.25M | Sell |
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|
2018
Q4 | $1.18K | Buy |
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|
2018
Q3 | $1.2M | Buy |
|
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|
2018
Q2 | $1.03K | Buy |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.03M | Sell |
|
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $891 | Buy |
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|
2016
Q4 | $917K | Buy |
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|
2016
Q3 | $735K | Buy |
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|
2016
Q2 | $694K | Buy |
|
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|
2016
Q1 | $534K | Sell |
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|
2015
Q4 | $622K | Buy |
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|
2015
Q3 | $452K | Sell |
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|
2015
Q2 | $519K | Buy |
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|
2015
Q1 | $475K | Buy |
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|
2014
Q4 | $436 | Buy |
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|
2014
Q3 | $410K | Buy |
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|
2014
Q2 | $412 | Buy |
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|
2014
Q1 | $417K | Buy |
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|
2013
Q4 | $363 | Buy |
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|
2013
Q3 | $296K | Buy |
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|
2013
Q2 | $272 | Buy |
|