Patten & Patten’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 | $4.35M | Sell |
101,127
-5,345
| -5% | -$230K | 0.28% | 77 |
|
|
2025
Q1 | $4.38M | Sell |
106,472
-3,186
| -3% | -$131K | 0.29% | 68 |
|
|
2024
Q4 | $4.76M | Sell |
109,658
-8,040
| -7% | -$349K | 0.31% | 67 |
|
|
2024
Q3 | $5.03M | Sell |
117,698
-4,322
| -4% | -$185K | 0.33% | 64 |
|
|
2024
Q2 | $4.74M | Sell |
122,020
-13,436
| -10% | -$522K | 0.33% | 64 |
|
|
2024
Q1 | $5.28M | Sell |
135,456
-14,768
| -10% | -$576K | 0.38% | 63 |
|
|
2023
Q4 | $5.55M | Sell |
150,224
-30,409
| -17% | -$1.12M | 0.46% | 56 |
|
|
2023
Q3 | $5.17M | Sell |
180,633
-21,566
| -11% | -$617K | 0.45% | 56 |
|
|
2023
Q2 | $6.14M | Buy |
202,199
+4,695
| +2% | +$142K | 0.51% | 54 |
|
|
2023
Q1 | $6.73M | Buy |
197,504
+4,549
| +2% | +$155K | 0.59% | 51 |
|
|
2022
Q4 | $8.3M | Sell |
192,955
-24,739
| -11% | -$1.06M | 0.75% | 45 |
|
|
2022
Q3 | $9.48M | Buy |
217,694
+2,133
| +1% | +$92.9K | 0.9% | 31 |
|
|
2022
Q2 | $10.2M | Sell |
215,561
-5,660
| -3% | -$268K | 0.9% | 32 |
|
|
2022
Q1 | $12.5M | Buy |
221,221
+6,760
| +3% | +$383K | 0.92% | 30 |
|
|
2021
Q4 | $12.6M | Buy |
214,461
+10,467
| +5% | +$613K | 0.87% | 34 |
|
|
2021
Q3 | $12M | Buy |
203,994
+8,552
| +4% | +$502K | 0.91% | 33 |
|
|
2021
Q2 | $10.8M | Buy |
195,442
+13,229
| +7% | +$734K | 0.83% | 39 |
|
|
2021
Q1 | $10.6M | Buy |
182,213
+21,073
| +13% | +$1.23M | 0.87% | 35 |
|
|
2020
Q4 | $7.72M | Buy |
161,140
+37,051
| +30% | +$1.78M | 0.67% | 45 |
|
|
2020
Q3 | $4.72M | Buy |
124,089
+547
| +0.4% | +$20.8K | 0.47% | 59 |
|
|
2020
Q2 | $4.64M | Sell |
123,542
-5,016
| -4% | -$188K | 0.51% | 53 |
|
|
2020
Q1 | $3.97M | Sell |
128,558
-8,156
| -6% | -$252K | 0.52% | 47 |
|
|
2019
Q4 | $7.7M | Buy |
136,714
+70,154
| +105% | +$3.95M | 0.77% | 42 |
|
|
2019
Q3 | $3.55M | Sell |
66,560
-3,323
| -5% | -$177K | 0.39% | 69 |
|
|
2019
Q2 | $3.43M | Sell |
69,883
-874
| -1% | -$42.9K | 0.37% | 68 |
|
|
2019
Q1 | $3.29M | Sell |
70,757
-968
| -1% | -$45K | 0.36% | 73 |
|
|
2018
Q4 | $3.11M | Sell |
71,725
-574
| -0.8% | -$24.9K | 0.38% | 67 |
|
|
2018
Q3 | $3.51M | Sell |
72,299
-14,054
| -16% | -$682K | 0.35% | 75 |
|
|
2018
Q2 | $4.36M | Sell |
86,353
-2,350
| -3% | -$119K | 0.45% | 61 |
|
|
2018
Q1 | $4.62M | Sell |
88,703
-850
| -0.9% | -$44.2K | 0.47% | 62 |
|
|
2017
Q4 | $4.45M | Buy |
89,553
+1,700
| +2% | +$84.5K | 0.45% | 64 |
|
|
2017
Q3 | $4.12M | Buy |
87,853
+4,065
| +5% | +$191K | 0.43% | 66 |
|
|
2017
Q2 | $3.81M | Buy |
83,788
+6,606
| +9% | +$300K | 0.42% | 65 |
|
|
2017
Q1 | $3.45M | Buy |
77,182
+47,695
| +162% | +$2.13M | 0.4% | 67 |
|
|
2016
Q4 | $1.39M | Buy |
29,487
+21,505
| +269% | +$1.01M | 0.17% | 97 |
|
|
2016
Q3 | $301K | Sell |
7,982
-68
| -0.8% | -$2.56K | 0.04% | 184 |
|
|
2016
Q2 | $287K | Buy |
+8,050
| New | +$287K | 0.04% | 184 |
|
|
2016
Q1 | – | Sell |
-5,782
| Closed | -$219K | – | 214 |
|
|
2015
Q4 | $219K | Hold |
5,782
| – | – | 0.03% | 209 |
|
|
2015
Q3 | $206K | Buy |
5,782
+300
| +5% | +$10.7K | 0.03% | 194 |
|
|
2015
Q2 | $221K | Hold |
5,482
| – | – | 0.03% | 199 |
|
|
2015
Q1 | $214K | Sell |
5,482
-1,150
| -17% | -$44.9K | 0.03% | 205 |
|
|
2014
Q4 | $258K | Buy |
6,632
+275
| +4% | +$10.7K | 0.04% | 182 |
|
|
2014
Q3 | $237K | Buy |
6,357
+433
| +7% | +$16.1K | 0.04% | 189 |
|
|
2014
Q2 | $234K | Sell |
5,924
-5,700
| -49% | -$225K | 0.04% | 191 |
|
|
2014
Q1 | $467K | Sell |
11,624
-206
| -2% | -$8.28K | 0.06% | 191 |
|
|
2013
Q4 | $441K | Sell |
11,830
-1,301
| -10% | -$48.5K | 0.06% | 189 |
|
|
2013
Q3 | $443K | Sell |
13,131
-970
| -7% | -$32.7K | 0.07% | 174 |
|
|
2013
Q2 | $478K | Buy |
+14,101
| New | +$478K | 0.08% | 163 |
|