Patriot Financial Group Insurance Agency’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 | $1.06M | Buy |
24,674
+8,456
| +52% | +$364K | 0.12% | 197 |
|
|
2025
Q1 | $667K | Buy |
16,218
+394
| +2% | +$16.2K | 0.09% | 245 |
|
|
2024
Q4 | $686K | Buy |
15,824
+750
| +5% | +$32.5K | 0.09% | 231 |
|
|
2024
Q3 | $645K | Buy |
15,074
+735
| +5% | +$31.4K | 0.09% | 252 |
|
|
2024
Q2 | $557K | Buy |
14,339
+275
| +2% | +$10.7K | 0.08% | 259 |
|
|
2024
Q1 | $548K | Buy |
14,064
+964
| +7% | +$37.6K | 0.09% | 256 |
|
|
2023
Q4 | $484K | Sell |
13,100
-125
| -0.9% | -$4.62K | 0.09% | 251 |
|
|
2023
Q3 | $378K | Buy |
13,225
+500
| +4% | +$14.3K | 0.08% | 289 |
|
|
2023
Q2 | $386K | Sell |
12,725
-1,076
| -8% | -$32.7K | 0.07% | 288 |
|
|
2023
Q1 | $471K | Buy |
13,801
+2,401
| +21% | +$81.9K | 0.1% | 228 |
|
|
2022
Q4 | $491K | Buy |
11,400
+5,625
| +97% | +$242K | 0.07% | 213 |
|
|
2022
Q3 | $251K | Sell |
5,775
-142
| -2% | -$6.17K | 0.06% | 335 |
|
|
2022
Q2 | $281K | Buy |
5,917
+1,101
| +23% | +$52.3K | 0.06% | 317 |
|
|
2022
Q1 | $273K | Sell |
4,816
-67
| -1% | -$3.8K | 0.05% | 347 |
|
|
2021
Q4 | $286K | Sell |
4,883
-773
| -14% | -$45.3K | 0.05% | 367 |
|
|
2021
Q3 | $332K | Buy |
5,656
+705
| +14% | +$41.4K | 0.06% | 321 |
|
|
2021
Q2 | $275K | Buy |
4,951
+992
| +25% | +$55.1K | 0.05% | 357 |
|
|
2021
Q1 | $231K | Sell |
3,959
-46
| -1% | -$2.68K | 0.05% | 350 |
|
|
2020
Q4 | $192K | Buy |
4,005
+1,659
| +71% | +$79.5K | 0.05% | 357 |
|
|
2020
Q3 | $89K | Buy |
2,346
+145
| +7% | +$5.5K | 0.03% | 418 |
|
|
2020
Q2 | $83K | Sell |
2,201
-191
| -8% | -$7.2K | 0.03% | 395 |
|
|
2020
Q1 | $74K | Buy |
2,392
+1,167
| +95% | +$36.1K | 0.03% | 373 |
|
|
2019
Q4 | $69K | Buy |
1,225
+725
| +145% | +$40.8K | 0.03% | 420 |
|
|
2019
Q3 | $27K | Hold |
500
| – | – | 0.01% | 570 |
|
|
2019
Q2 | $24K | Hold |
500
| – | – | 0.01% | 594 |
|
|
2019
Q1 | $23K | Sell |
500
-34
| -6% | -$1.56K | 0.01% | 521 |
|
|
2018
Q4 | $23K | Buy |
+534
| New | +$23K | 0.02% | 445 |
|