Pettee Investors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,195
| Closed | -$399K | – | 116 |
|
|
2024
Q4 | $399K | Sell |
9,195
-470
| -5% | -$20.4K | 0.2% | 95 |
|
|
2024
Q3 | $413K | Hold |
9,665
| – | – | 0.2% | 93 |
|
|
2024
Q2 | $375K | Sell |
9,665
-425
| -4% | -$16.5K | 0.18% | 95 |
|
|
2024
Q1 | $393K | Sell |
10,090
-100
| -1% | -$3.9K | 0.17% | 95 |
|
|
2023
Q4 | $376K | Sell |
10,190
-24,379
| -71% | -$900K | 0.17% | 97 |
|
|
2023
Q3 | $989K | Sell |
34,569
-500
| -1% | -$14.3K | 0.47% | 61 |
|
|
2023
Q2 | $1.06M | Buy |
35,069
+780
| +2% | +$23.7K | 0.48% | 64 |
|
|
2023
Q1 | $1.17M | Buy |
34,289
+5,000
| +17% | +$171K | 0.56% | 61 |
|
|
2022
Q4 | $1.26M | Buy |
29,289
+1,850
| +7% | +$79.6K | 0.62% | 54 |
|
|
2022
Q3 | $1.2M | Hold |
27,439
| – | – | 0.64% | 53 |
|
|
2022
Q2 | $1.3M | Hold |
27,439
| – | – | 0.65% | 53 |
|
|
2022
Q1 | $1.56M | Buy |
27,439
+3,470
| +14% | +$197K | 0.68% | 50 |
|
|
2021
Q4 | $1.4M | Buy |
23,969
+7,170
| +43% | +$420K | 0.59% | 54 |
|
|
2021
Q3 | $985K | Buy |
16,799
+3,600
| +27% | +$211K | 0.46% | 69 |
|
|
2021
Q2 | $733K | Hold |
13,199
| – | – | 0.34% | 79 |
|
|
2021
Q1 | $770K | Hold |
13,199
| – | – | 0.37% | 75 |
|
|
2020
Q4 | $633K | Hold |
13,199
| – | – | 0.34% | 74 |
|
|
2020
Q3 | $502K | Hold |
13,199
| – | – | 0.29% | 78 |
|
|
2020
Q2 | $496K | Sell |
13,199
-1,437
| -10% | -$54K | 0.31% | 73 |
|
|
2020
Q1 | $451K | Hold |
14,636
| – | – | 0.32% | 75 |
|
|
2019
Q4 | $824K | Buy |
+14,636
| New | +$824K | 0.47% | 63 |
|