Patten Group’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
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.47M | Sell |
|
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|
2024
Q1 | $1.55M | Sell |
|
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|
2023
Q4 | $1.64M | Sell |
|
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $2.89M | Sell |
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|
2021
Q3 | $2.9M | Buy |
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|
2021
Q2 | $2.74M | Buy |
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|
2021
Q1 | $2.88M | Sell |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.7M | Sell |
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|
2020
Q1 | $1.4M | Sell |
|
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $359K | Buy |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $298K | Sell |
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|
2018
Q3 | $339K | Hold |
|
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|
2018
Q2 | $352K | Hold |
|
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|
2018
Q1 | $363K | Hold |
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|
2017
Q4 | $347K | Hold |
|
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|
2017
Q3 | $328K | Hold |
|
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|
2017
Q2 | $338K | Buy |
|
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|
2017
Q1 | $302K | Hold |
|
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|
2016
Q4 | $322K | Hold |
|
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|
2016
Q3 | $261K | Hold |
|
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|
2016
Q2 | $244K | Hold |
|
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|
2016
Q1 | $228K | Hold |
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|
2015
Q4 | $259K | Hold |
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|
2015
Q3 | $244K | Buy |
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|
2015
Q2 | $232K | Hold |
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|
2015
Q1 | $225K | Hold |
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|
2014
Q4 | $224K | Buy |
|