Nicolet Advisory Services’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 | $253K | Sell |
5,881
-9,008
| -61% | -$387K | 0.02% | 346 |
|
|
2025
Q1 | $531K | Sell |
14,889
-3,249
| -18% | -$116K | 0.05% | 184 |
|
|
2024
Q4 | $776K | Buy |
18,138
+665
| +4% | +$28.4K | 0.07% | 147 |
|
|
2024
Q3 | $725K | Sell |
17,473
-340
| -2% | -$14.1K | 0.07% | 150 |
|
|
2024
Q2 | $699K | Buy |
17,813
+4,260
| +31% | +$167K | 0.07% | 143 |
|
|
2024
Q1 | $528K | Buy |
13,553
+4,017
| +42% | +$157K | 0.05% | 166 |
|
|
2023
Q4 | $359K | Sell |
9,536
-4,245
| -31% | -$160K | 0.04% | 214 |
|
|
2023
Q3 | $374K | Buy |
13,781
+4,174
| +43% | +$113K | 0.04% | 190 |
|
|
2023
Q2 | $296K | Sell |
9,607
-432
| -4% | -$13.3K | 0.03% | 231 |
|
|
2023
Q1 | $329K | Buy |
10,039
+4,001
| +66% | +$131K | 0.04% | 199 |
|
|
2022
Q4 | $280K | Buy |
+6,038
| New | +$280K | 0.04% | 187 |
|