Patriot Financial Group Insurance Agency’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
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $686K | Buy |
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|
2024
Q3 | $645K | Buy |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $484K | Sell |
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|
2023
Q3 | $378K | Buy |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $286K | Sell |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $192K | Buy |
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|
2020
Q3 | $89K | Buy |
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|
2020
Q2 | $83K | Sell |
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|
2020
Q1 | $74K | Buy |
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|
2019
Q4 | $69K | Buy |
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|
2019
Q3 | $27K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $23K | Buy |
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