NorthRock Partners’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 | $646K | Buy |
15,038
+3,489
| +30% | +$150K | 0.02% | 337 |
|
|
2025
Q1 | $475K | Sell |
11,549
-1,414
| -11% | -$58.2K | 0.02% | 357 |
|
|
2024
Q4 | $562K | Buy |
12,963
+112
| +0.9% | +$4.86K | 0.02% | 326 |
|
|
2024
Q3 | $550K | Buy |
12,851
+869
| +7% | +$37.2K | 0.02% | 345 |
|
|
2024
Q2 | $466K | Buy |
11,982
+1,110
| +10% | +$43.1K | 0.02% | 357 |
|
|
2024
Q1 | $424K | Sell |
10,872
-719
| -6% | -$28K | 0.02% | 395 |
|
|
2023
Q4 | $428K | Buy |
11,591
+2,172
| +23% | +$80.2K | 0.02% | 362 |
|
|
2023
Q3 | $269K | Buy |
9,419
+1,696
| +22% | +$48.5K | 0.03% | 260 |
|
|
2023
Q2 | $234K | Sell |
7,723
-3,064
| -28% | -$93K | 0.03% | 262 |
|
|
2023
Q1 | $368K | Sell |
10,787
-451
| -4% | -$15.4K | 0.04% | 184 |
|
|
2022
Q4 | $484K | Sell |
11,238
-1,265
| -10% | -$54.4K | 0.06% | 159 |
|
|
2022
Q3 | $544K | Sell |
12,503
-265
| -2% | -$11.5K | 0.06% | 135 |
|
|
2022
Q2 | $606K | Buy |
12,768
+20
| +0.2% | +$949 | 0.06% | 131 |
|
|
2022
Q1 | $723K | Buy |
12,748
+167
| +1% | +$9.47K | 0.07% | 131 |
|
|
2021
Q4 | $737K | Buy |
12,581
+2,213
| +21% | +$130K | 0.06% | 127 |
|
|
2021
Q3 | $608K | Buy |
10,368
+1,473
| +17% | +$86.4K | 0.05% | 138 |
|
|
2021
Q2 | $494K | Buy |
8,895
+500
| +6% | +$27.8K | 0.04% | 141 |
|
|
2021
Q1 | $490K | Buy |
8,395
+1,636
| +24% | +$95.5K | 0.04% | 123 |
|
|
2020
Q4 | $324K | Buy |
6,759
+47
| +0.7% | +$2.25K | 0.03% | 166 |
|
|
2020
Q3 | $255K | Buy |
+6,712
| New | +$255K | 0.03% | 182 |
|