NorthRock Partners’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
Q2 | $646K | Buy |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $550K | Buy |
|
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|
2024
Q2 | $466K | Buy |
|
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|
2024
Q1 | $424K | Sell |
|
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|
2023
Q4 | $428K | Buy |
|
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|
2023
Q3 | $269K | Buy |
|
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $368K | Sell |
|
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|
2022
Q4 | $484K | Sell |
|
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $723K | Buy |
|
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|
2021
Q4 | $737K | Buy |
|
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $255K | Buy |
|