Peloton Wealth Strategists’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 | $2.45M | Sell |
56,900
-2,500
| -4% | -$107K | 0.98% | 40 |
|
|
2025
Q1 | $2.44M | Sell |
59,400
-4,900
| -8% | -$202K | 1.02% | 37 |
|
|
2024
Q4 | $2.79M | Sell |
64,300
-2,423
| -4% | -$105K | 1.12% | 33 |
|
|
2024
Q3 | $2.85M | Sell |
66,723
-1,494
| -2% | -$63.9K | 1.13% | 37 |
|
|
2024
Q2 | $2.65M | Buy |
68,217
+117
| +0.2% | +$4.55K | 1.09% | 37 |
|
|
2024
Q1 | $2.66M | Buy |
68,100
+2,800
| +4% | +$109K | 1.08% | 37 |
|
|
2023
Q4 | $2.41M | Buy |
65,300
+3,100
| +5% | +$114K | 1.04% | 39 |
|
|
2023
Q3 | $1.78M | Buy |
62,200
+1,575
| +3% | +$45.1K | 0.82% | 47 |
|
|
2023
Q2 | $1.84M | Buy |
60,625
+4,600
| +8% | +$140K | 0.81% | 47 |
|
|
2023
Q1 | $1.91M | Buy |
56,025
+3,200
| +6% | +$109K | 0.87% | 44 |
|
|
2022
Q4 | $2.27M | Sell |
52,825
-8,100
| -13% | -$349K | 1.09% | 39 |
|
|
2022
Q3 | $2.65M | Buy |
60,925
+500
| +0.8% | +$21.8K | 1.38% | 29 |
|
|
2022
Q2 | $2.87M | Sell |
60,425
-500
| -0.8% | -$23.7K | 1.4% | 28 |
|
|
2022
Q1 | $3.45M | Buy |
60,925
+475
| +0.8% | +$26.9K | 1.44% | 30 |
|
|
2021
Q4 | $3.54M | Sell |
60,450
-2,900
| -5% | -$170K | 1.42% | 30 |
|
|
2021
Q3 | $3.72M | Buy |
63,350
+4,650
| +8% | +$273K | 1.52% | 26 |
|
|
2021
Q2 | $3.26M | Buy |
58,700
+9,985
| +20% | +$554K | 1.34% | 33 |
|
|
2021
Q1 | $2.84M | Buy |
48,715
+19,790
| +68% | +$1.15M | 1.33% | 32 |
|
|
2020
Q4 | $1.39M | Buy |
+28,925
| New | +$1.39M | 0.69% | 47 |
|
|
2014
Q2 | – | Sell |
-69,500
| Closed | -$2.79M | – | 93 |
|
|
2014
Q1 | $2.79M | Buy |
69,500
+800
| +1% | +$32.1K | 2.29% | 8 |
|
|
2013
Q4 | $2.56M | Sell |
68,700
-2,300
| -3% | -$85.8K | 2.07% | 15 |
|
|
2013
Q3 | $2.4M | Buy |
71,000
+300
| +0.4% | +$10.1K | 2.01% | 18 |
|
|
2013
Q2 | $2.4M | Buy |
+70,700
| New | +$2.4M | 2.15% | 15 |
|