NDSI
Newman Dignan & Sheerar Inc’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
7,968
-1,348
| -14% | -$57.9K | 0.08% | 147 |
|
|
2025
Q1 | $383K | Sell |
9,316
-641
| -6% | -$26.4K | 0.1% | 118 |
|
|
2024
Q4 | $432K | Sell |
9,957
-1,544
| -13% | -$67K | 0.11% | 116 |
|
|
2024
Q3 | $498K | Buy |
11,501
+1,532
| +15% | +$66.3K | 0.12% | 115 |
|
|
2024
Q2 | $387K | Buy |
9,969
+65
| +0.7% | +$2.53K | 0.1% | 129 |
|
|
2024
Q1 | $386K | Sell |
9,904
-240
| -2% | -$9.36K | 0.1% | 133 |
|
|
2023
Q4 | $375K | Buy |
+10,144
| New | +$375K | 0.11% | 127 |
|
|
2023
Q3 | – | Sell |
-22,822
| Closed | -$693K | – | 181 |
|
|
2023
Q2 | $693K | Sell |
22,822
-9,891
| -30% | -$300K | 0.21% | 99 |
|
|
2023
Q1 | $1.12M | Sell |
32,713
-1,329
| -4% | -$45.3K | 0.36% | 74 |
|
|
2022
Q4 | $1.46M | Buy |
34,042
+321
| +1% | +$13.8K | 0.49% | 62 |
|
|
2022
Q3 | $1.47K | Buy |
33,721
+1,497
| +5% | +$65 | 0.23% | 57 |
|
|
2022
Q2 | $1.53M | Buy |
32,224
+5,441
| +20% | +$258K | 0.52% | 62 |
|
|
2022
Q1 | $1.52K | Sell |
26,783
-89
| -0.3% | -$5 | 0.29% | 58 |
|
|
2021
Q4 | $1.57M | Buy |
26,872
+889
| +3% | +$52K | 0.48% | 57 |
|
|
2021
Q3 | $1.52M | Buy |
25,983
+909
| +4% | +$53.3K | 0.44% | 53 |
|
|
2021
Q2 | $1.39M | Buy |
25,074
+57
| +0.2% | +$3.16K | 0.47% | 58 |
|
|
2021
Q1 | $1.46M | Buy |
25,017
+8
| +0% | +$467 | 0.53% | 53 |
|
|
2020
Q4 | $1.2K | Buy |
25,009
+358
| +1% | +$17 | 0.19% | 62 |
|
|
2020
Q3 | $938K | Buy |
24,651
+611
| +3% | +$23.2K | 0.39% | 65 |
|
|
2020
Q2 | $895K | Buy |
24,040
+326
| +1% | +$12.1K | 0.39% | 65 |
|
|
2020
Q1 | $743K | Sell |
23,714
-2,606
| -10% | -$81.7K | 0.39% | 62 |
|
|
2019
Q4 | $1.48K | Buy |
26,320
+81
| +0.3% | +$5 | 0.16% | 46 |
|
|
2019
Q3 | $1.4M | Sell |
26,239
-220
| -0.8% | -$11.7K | 0.66% | 42 |
|
|
2019
Q2 | $1.3K | Sell |
26,459
-420
| -2% | -$21 | 0.03% | 46 |
|
|
2019
Q1 | $1.25M | Sell |
26,879
-344
| -1% | -$16K | 0.5% | 49 |
|
|
2018
Q4 | $1.18K | Buy |
27,223
+2,820
| +12% | +$122 | 0.1% | 54 |
|
|
2018
Q3 | $1.2M | Buy |
24,403
+3,944
| +19% | +$193K | 0.52% | 53 |
|
|
2018
Q2 | $1.03K | Buy |
20,459
+3
| +0% | – | 0.07% | 53 |
|
|
2018
Q1 | $1.06M | Sell |
20,456
-802
| -4% | -$41.7K | 0.54% | 51 |
|
|
2017
Q4 | $1.06M | Sell |
21,258
-691
| -3% | -$34.4K | 0.53% | 55 |
|
|
2017
Q3 | $1.03M | Sell |
21,949
-197
| -0.9% | -$9.25K | 0.55% | 52 |
|
|
2017
Q2 | $1.01M | Buy |
22,146
+2,212
| +11% | +$100K | 0.56% | 54 |
|
|
2017
Q1 | $891 | Buy |
19,934
+433
| +2% | +$19 | 0.39% | 60 |
|
|
2016
Q4 | $917K | Buy |
19,501
+4
| +0% | +$188 | 0.56% | 55 |
|
|
2016
Q3 | $735K | Buy |
19,497
+4
| +0% | +$151 | 0.46% | 63 |
|
|
2016
Q2 | $694K | Buy |
19,493
+3,455
| +22% | +$123K | 0.43% | 65 |
|
|
2016
Q1 | $534K | Sell |
16,038
-400
| -2% | -$13.3K | 0.39% | 73 |
|
|
2015
Q4 | $622K | Buy |
16,438
+3,753
| +30% | +$142K | 0.44% | 68 |
|
|
2015
Q3 | $452K | Sell |
12,685
-194
| -2% | -$6.91K | 0.29% | 79 |
|
|
2015
Q2 | $519K | Buy |
12,879
+701
| +6% | +$28.2K | 0.37% | 73 |
|
|
2015
Q1 | $475K | Buy |
12,178
+966
| +9% | +$37.7K | 0.34% | 85 |
|
|
2014
Q4 | $436 | Buy |
11,212
+201
| +2% | +$8 | 0.26% | 87 |
|
|
2014
Q3 | $410K | Buy |
11,011
+551
| +5% | +$20.5K | 0.31% | 91 |
|
|
2014
Q2 | $412 | Buy |
10,460
+70
| +0.7% | +$3 | 0.23% | 92 |
|
|
2014
Q1 | $417K | Buy |
10,390
+650
| +7% | +$26.1K | 0.3% | 92 |
|
|
2013
Q4 | $363 | Buy |
9,740
+950
| +11% | +$35 | 0.02% | 105 |
|
|
2013
Q3 | $296K | Buy |
8,790
+770
| +10% | +$25.9K | 0.23% | 113 |
|
|
2013
Q2 | $272 | Buy |
+8,020
| New | +$272 | 0.02% | 110 |
|