Perpetual Ltd’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 | $312K | Sell |
7,250
-3,601
| -33% | -$155K | ﹤0.01% | 373 |
|
|
2025
Q1 | $447K | Hold |
10,851
| – | – | 0.01% | 337 |
|
|
2024
Q4 | $471K | Hold |
10,851
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $464K | Hold |
10,851
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $422K | Hold |
10,851
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $398K | Hold |
10,851
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $401K | Sell |
10,851
-2,499
| -19% | -$92.3K | ﹤0.01% | 358 |
|
|
2023
Q3 | $382K | Buy |
+13,350
| New | +$382K | ﹤0.01% | 377 |
|
|
2023
Q2 | – | Sell |
-30,274
| Closed | -$1.03M | – | 511 |
|
|
2023
Q1 | $1.03M | Buy |
+30,274
| New | +$1.03M | 0.01% | 326 |
|
|
2020
Q3 | $172K | Hold |
4,518
| – | – | 0.01% | 280 |
|
|
2020
Q2 | $170K | Buy |
+4,518
| New | +$170K | 0.02% | 209 |
|
|
2020
Q1 | – | Sell |
-4,518
| Closed | -$254K | – | 249 |
|
|
2019
Q4 | $254K | Hold |
4,518
| – | – | 0.04% | 147 |
|
|
2019
Q3 | $241K | Hold |
4,518
| – | – | 0.04% | 144 |
|
|
2019
Q2 | $222K | Hold |
4,518
| – | – | 0.04% | 153 |
|
|
2019
Q1 | $210K | Buy |
+4,518
| New | +$210K | 0.03% | 158 |
|
|
2018
Q4 | – | Sell |
-4,518
| Closed | -$219K | – | 180 |
|
|
2018
Q3 | $219K | Hold |
4,518
| – | – | 0.03% | 168 |
|
|
2018
Q2 | $228K | Buy |
+4,518
| New | +$228K | 0.03% | 155 |
|
|
2018
Q1 | – | Sell |
-4,618
| Closed | -$232K | – | 182 |
|
|
2017
Q4 | $232K | Hold |
4,618
| – | – | 0.03% | 161 |
|
|
2017
Q3 | $220K | Hold |
4,618
| – | – | 0.03% | 162 |
|
|
2017
Q2 | $210K | Hold |
4,618
| – | – | 0.02% | 246 |
|
|
2017
Q1 | $205K | Buy |
+4,618
| New | +$205K | 0.02% | 184 |
|