Parcion Private Wealth’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 | $238K | Sell |
5,527
-140,424
| -96% | -$6.04M | 0.02% | 267 |
|
|
2025
Q1 | $6.01M | Buy |
145,951
+4,050
| +3% | +$167K | 0.49% | 51 |
|
|
2024
Q4 | $6.16M | Buy |
141,901
+164
| +0.1% | +$7.11K | 0.47% | 52 |
|
|
2024
Q3 | $6.06M | Buy |
141,737
+6,278
| +5% | +$269K | 0.5% | 45 |
|
|
2024
Q2 | $5.26M | Buy |
135,459
+13
| +0% | +$505 | 0.48% | 45 |
|
|
2024
Q1 | $5.28M | Buy |
135,446
+392
| +0.3% | +$15.3K | 0.46% | 45 |
|
|
2023
Q4 | $4.99M | Buy |
135,054
+75,428
| +127% | +$2.78M | 0.46% | 49 |
|
|
2023
Q3 | $1.71M | Sell |
59,626
-63,402
| -52% | -$1.81M | 0.18% | 85 |
|
|
2023
Q2 | $3.73M | Buy |
123,028
+8,588
| +8% | +$261K | 0.38% | 61 |
|
|
2023
Q1 | $3.9M | Buy |
114,440
+41,013
| +56% | +$1.4M | 0.41% | 54 |
|
|
2022
Q4 | $3.16M | Buy |
73,427
+11,377
| +18% | +$490K | 0.34% | 59 |
|
|
2022
Q3 | $2.7M | Buy |
62,050
+5,256
| +9% | +$229K | 0.3% | 73 |
|
|
2022
Q2 | $2.73M | Sell |
56,794
-3,737
| -6% | -$180K | 0.27% | 82 |
|
|
2022
Q1 | $3.44M | Sell |
60,531
-11,675
| -16% | -$663K | 0.32% | 72 |
|
|
2021
Q4 | $4.87M | Buy |
72,206
+1,627
| +2% | +$110K | 0.44% | 55 |
|
|
2021
Q3 | $4.33M | Buy |
70,579
+1,384
| +2% | +$84.9K | 0.38% | 65 |
|
|
2021
Q2 | $3.84M | Buy |
69,195
+150
| +0.2% | +$8.32K | 0.38% | 69 |
|
|
2021
Q1 | $4.03M | Sell |
69,045
-28,747
| -29% | -$1.68M | 0.46% | 61 |
|
|
2020
Q4 | $4.69M | Buy |
97,792
+5,061
| +5% | +$243K | 0.62% | 38 |
|
|
2020
Q3 | $3.71M | Buy |
92,731
+37,915
| +69% | +$1.52M | 0.57% | 38 |
|
|
2020
Q2 | $2.01M | Buy |
+54,816
| New | +$2.01M | 0.34% | 54 |
|
|
2020
Q1 | – | Sell |
-47,640
| Closed | -$2.68M | – | 231 |
|
|
2019
Q4 | $2.68M | Buy |
+47,640
| New | +$2.68M | 0.59% | 46 |
|