Nicolet Bankshares’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 | $894K | Sell |
20,792
-2,605
| -11% | -$112K | 0.15% | 101 |
|
|
2025
Q1 | $963K | Sell |
23,397
-4,815
| -17% | -$198K | 0.19% | 87 |
|
|
2024
Q4 | $1.22M | Sell |
28,212
-1,752
| -6% | -$76K | 0.29% | 72 |
|
|
2024
Q3 | $1.28M | Sell |
29,964
-1,575
| -5% | -$67.4K | 0.31% | 74 |
|
|
2024
Q2 | $1.23M | Sell |
31,539
-295
| -0.9% | -$11.5K | 0.3% | 69 |
|
|
2024
Q1 | $1.24M | Buy |
31,834
+1,231
| +4% | +$48K | 0.31% | 76 |
|
|
2023
Q4 | $1.13M | Sell |
30,603
-198
| -0.6% | -$7.31K | 0.3% | 80 |
|
|
2023
Q3 | $881K | Sell |
30,801
-6,252
| -17% | -$179K | 0.27% | 85 |
|
|
2023
Q2 | $766K | Buy |
37,053
+14,695
| +66% | +$304K | 0.22% | 94 |
|
|
2023
Q1 | $359K | Buy |
22,358
+2,875
| +15% | +$46.2K | 0.12% | 134 |
|
|
2022
Q4 | $330K | Sell |
19,483
-1,208
| -6% | -$20.4K | 0.11% | 142 |
|
|
2022
Q3 | $901K | Sell |
20,691
-1,044
| -5% | -$45.5K | 0.26% | 71 |
|
|
2022
Q2 | $1.03M | Buy |
21,735
+2,678
| +14% | +$127K | 0.27% | 69 |
|
|
2022
Q1 | $1.08M | Buy |
19,057
+1,641
| +9% | +$93.1K | 0.23% | 77 |
|
|
2021
Q4 | $1.02M | Buy |
17,416
+1,737
| +11% | +$102K | 0.22% | 77 |
|
|
2021
Q3 | $920K | Buy |
15,679
+5,416
| +53% | +$318K | 0.24% | 79 |
|
|
2021
Q2 | $570K | Hold |
10,263
| – | – | 0.15% | 112 |
|
|
2021
Q1 | $599K | Hold |
10,263
| – | – | 0.17% | 105 |
|
|
2020
Q4 | $492K | Hold |
10,263
| – | – | 0.15% | 116 |
|
|
2020
Q3 | $391K | Hold |
10,263
| – | – | 0.14% | 125 |
|
|
2020
Q2 | $385K | Buy |
+10,263
| New | +$385K | 0.15% | 109 |
|