Patriot Investment Management Group’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 | $433K | Buy |
+10,077
| New | +$433K | 0.03% | 170 |
|
|
2023
Q1 | – | Sell |
-5,293
| Closed | -$259K | – | 378 |
|
|
2022
Q4 | $259K | Hold |
5,293
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $230K | Sell |
5,293
-45
| -0.8% | -$1.96K | 0.02% | 221 |
|
|
2022
Q2 | $253K | Hold |
5,338
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $302K | Sell |
5,338
-128
| -2% | -$7.24K | 0.03% | 220 |
|
|
2021
Q4 | $320K | Sell |
5,466
-119
| -2% | -$6.97K | 0.03% | 212 |
|
|
2021
Q3 | $327K | Buy |
5,585
+73
| +1% | +$4.27K | 0.03% | 203 |
|
|
2021
Q2 | $305K | Buy |
5,512
+201
| +4% | +$11.1K | 0.03% | 208 |
|
|
2021
Q1 | $309K | Buy |
+5,311
| New | +$309K | 0.03% | 202 |
|
|
2020
Q3 | – | Sell |
-4,940
| Closed | -$185K | – | 594 |
|
|
2020
Q2 | $185K | Buy |
+4,940
| New | +$185K | 0.02% | 215 |
|
|
2020
Q1 | – | Sell |
-6,283
| Closed | -$353K | – | 223 |
|
|
2019
Q4 | $353K | Buy |
6,283
+1,877
| +43% | +$105K | 0.05% | 175 |
|
|
2019
Q3 | $224K | Sell |
4,406
-1,112
| -20% | -$56.5K | 0.03% | 201 |
|
|
2019
Q2 | $271K | Sell |
5,518
-600
| -10% | -$29.5K | 0.04% | 187 |
|
|
2019
Q1 | $284K | Buy |
+6,118
| New | +$284K | 0.04% | 182 |
|