Patrick M. Sweeney & Associates’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 | $291K | Buy |
6,383
+1
| +0% | +$46 | 0.2% | 121 |
|
|
2025
Q1 | $263K | Buy |
6,382
+136
| +2% | +$5.6K | 0.2% | 125 |
|
|
2024
Q4 | $271K | Buy |
6,246
+1
| +0% | +$43 | 0.2% | 120 |
|
|
2024
Q3 | $267K | Buy |
6,245
+538
| +9% | +$23K | 0.2% | 124 |
|
|
2024
Q2 | $222K | Buy |
5,707
+1
| +0% | +$39 | 0.18% | 128 |
|
|
2024
Q1 | $222K | Buy |
5,706
+1
| +0% | +$39 | 0.18% | 126 |
|
|
2023
Q4 | $211K | Buy |
+5,705
| New | +$211K | 0.19% | 120 |
|