Perigon Wealth Management’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 | $443K | Sell |
10,314
-377
| -4% | -$16.2K | 0.01% | 706 |
|
|
2025
Q1 | $440K | Sell |
10,691
-145
| -1% | -$5.97K | 0.01% | 673 |
|
|
2024
Q4 | $487K | Buy |
10,836
+1,661
| +18% | +$74.7K | 0.01% | 646 |
|
|
2024
Q3 | $392K | Buy |
9,175
+232
| +3% | +$9.92K | 0.01% | 693 |
|
|
2024
Q2 | $347K | Sell |
8,943
-355
| -4% | -$13.8K | 0.01% | 637 |
|
|
2024
Q1 | $362K | Buy |
9,298
+906
| +11% | +$35.3K | 0.01% | 624 |
|
|
2023
Q4 | $310K | Buy |
8,392
+625
| +8% | +$23.1K | 0.01% | 642 |
|
|
2023
Q3 | $222K | Sell |
7,767
-599
| -7% | -$17.1K | 0.01% | 699 |
|
|
2023
Q2 | $254K | Sell |
8,366
-420
| -5% | -$12.7K | 0.01% | 667 |
|
|
2023
Q1 | $300K | Buy |
8,786
+696
| +9% | +$23.7K | 0.02% | 538 |
|
|
2022
Q4 | $348K | Buy |
+8,090
| New | +$348K | 0.02% | 487 |
|
|
2022
Q3 | – | Sell |
-5,097
| Closed | -$242K | – | 599 |
|
|
2022
Q2 | $242K | Buy |
5,097
+1,056
| +26% | +$50.1K | 0.02% | 488 |
|
|
2022
Q1 | $229K | Buy |
+4,041
| New | +$229K | 0.02% | 549 |
|
|
2021
Q1 | – | Sell |
-961
| Closed | -$46K | – | 965 |
|
|
2020
Q4 | $46K | Buy |
+961
| New | +$46K | 0.01% | 760 |
|