North Star Investment Management’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 | $519K | Hold |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $570K | Sell |
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|
2024
Q4 | $635K | Sell |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.52M | Sell |
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|
2022
Q2 | $2.77M | Buy |
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|
2022
Q1 | $3.24M | Buy |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $3.19M | Buy |
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|
2021
Q2 | $3M | Buy |
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|
2021
Q1 | $3.14M | Sell |
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|
2020
Q4 | $2.62M | Sell |
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|
2020
Q3 | $2.09M | Buy |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $1.79M | Sell |
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|
2019
Q4 | $4.6M | Buy |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $197K | Hold |
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|
2018
Q4 | $183K | Hold |
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|
2018
Q3 | $205K | Hold |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $220K | Hold |
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|
2017
Q4 | $210K | Hold |
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|
2017
Q3 | $199K | Hold |
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|
2017
Q2 | $192K | Hold |
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|
2017
Q1 | $189K | Buy |
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|
2016
Q4 | $186K | Buy |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $19K | Hold |
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $66K | Hold |
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|
2015
Q3 | $62K | Sell |
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|
2015
Q2 | $84K | Hold |
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|
2015
Q1 | $81K | Hold |
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|
2014
Q4 | $81K | Hold |
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|
2014
Q3 | $78K | Hold |
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|
2014
Q2 | $82K | Hold |
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|
2014
Q1 | $84K | Buy |
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