Peachtree Investment Partners’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 | $269K | Sell |
6,249
-180
| -3% | -$7.74K | 0.1% | 81 |
|
|
2025
Q1 | $265K | Sell |
6,429
-125
| -2% | -$5.14K | 0.1% | 76 |
|
|
2024
Q4 | $284K | Sell |
6,554
-175
| -3% | -$7.59K | 0.11% | 70 |
|
|
2024
Q3 | $288K | Sell |
6,729
-465
| -6% | -$19.9K | 0.11% | 68 |
|
|
2024
Q2 | $279K | Sell |
7,194
-415
| -5% | -$16.1K | 0.11% | 60 |
|
|
2024
Q1 | $297K | Sell |
7,609
-274
| -3% | -$10.7K | 0.12% | 61 |
|
|
2023
Q4 | $291K | Sell |
7,883
-282
| -3% | -$10.4K | 0.12% | 69 |
|
|
2023
Q3 | $234K | Sell |
8,165
-298
| -4% | -$8.53K | 0.12% | 74 |
|
|
2023
Q2 | $257K | Buy |
8,463
+165
| +2% | +$5.01K | 0.12% | 78 |
|
|
2023
Q1 | $283K | Hold |
8,298
| – | – | 0.18% | 60 |
|
|
2022
Q4 | $357K | Buy |
+8,298
| New | +$357K | 0.22% | 60 |
|