Physicians Financial Services’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 | $1.5M | Sell |
34,943
-600
| -2% | -$25.8K | 0.45% | 44 |
|
|
2025
Q1 | $1.46M | Sell |
35,543
-1,242
| -3% | -$51.1K | 0.47% | 44 |
|
|
2024
Q4 | $1.6M | Buy |
36,785
+300
| +0.8% | +$13K | 0.48% | 46 |
|
|
2024
Q3 | $1.56M | Sell |
36,485
-950
| -3% | -$40.6K | 0.49% | 46 |
|
|
2024
Q2 | $1.45M | Buy |
37,435
+608
| +2% | +$23.6K | 0.47% | 50 |
|
|
2024
Q1 | $1.44M | Hold |
36,827
| – | – | 0.51% | 51 |
|
|
2023
Q4 | $1.36M | Sell |
36,827
-1,035
| -3% | -$38.2K | 0.52% | 49 |
|
|
2023
Q3 | $1.08M | Sell |
37,862
-499
| -1% | -$14.3K | 0.44% | 54 |
|
|
2023
Q2 | $1.16M | Sell |
38,361
-1,100
| -3% | -$33.4K | 0.46% | 55 |
|
|
2023
Q1 | $1.35M | Buy |
39,461
+600
| +2% | +$20.5K | 0.57% | 47 |
|
|
2022
Q4 | $1.67M | Hold |
38,861
| – | – | 0.75% | 41 |
|
|
2022
Q3 | $1.69M | Sell |
38,861
-1,250
| -3% | -$54.4K | 0.82% | 35 |
|
|
2022
Q2 | $1.9M | Sell |
40,111
-59
| -0.1% | -$2.8K | 0.85% | 37 |
|
|
2022
Q1 | $2.28M | Sell |
40,170
-101
| -0.3% | -$5.73K | 0.87% | 34 |
|
|
2021
Q4 | $2.36M | Sell |
40,271
-821
| -2% | -$48.1K | 0.87% | 35 |
|
|
2021
Q3 | $2.41M | Sell |
41,092
-200
| -0.5% | -$11.7K | 0.98% | 33 |
|
|
2021
Q2 | $2.29M | Sell |
41,292
-1,157
| -3% | -$64.2K | 0.94% | 34 |
|
|
2021
Q1 | $2.48M | Buy |
42,449
+1,598
| +4% | +$93.2K | 1.06% | 30 |
|
|
2020
Q4 | $1.96M | Sell |
40,851
-3,058
| -7% | -$147K | 0.95% | 31 |
|
|
2020
Q3 | $1.67M | Sell |
43,909
-1,383
| -3% | -$52.6K | 0.83% | 37 |
|
|
2020
Q2 | $1.7M | Sell |
45,292
-318
| -0.7% | -$11.9K | 0.94% | 31 |
|
|
2020
Q1 | $1.41M | Buy |
45,610
+1,801
| +4% | +$55.6K | 0.97% | 31 |
|
|
2019
Q4 | $2.47M | Sell |
43,809
-385
| -0.9% | -$21.7K | 1.33% | 23 |
|
|
2019
Q3 | $2.36M | Buy |
44,194
+251
| +0.6% | +$13.4K | 1.35% | 25 |
|
|
2019
Q2 | $2.16M | Buy |
43,943
+500
| +1% | +$24.6K | 1.27% | 25 |
|
|
2019
Q1 | $2.02M | Buy |
43,443
+39,294
| +947% | +$1.83M | 1.26% | 24 |
|
|
2018
Q4 | $1.8M | Sell |
4,149
-32,079
| -89% | -$13.9M | 1.31% | 24 |
|
|
2018
Q3 | $1.76M | Buy |
36,228
+1
| +0% | +$49 | 1.21% | 28 |
|
|
2018
Q2 | $1.83M | Sell |
36,227
-56
| -0.2% | -$2.82K | 1.37% | 24 |
|
|
2018
Q1 | $1.87M | Sell |
36,283
-1,095
| -3% | -$56.4K | 1.48% | 23 |
|
|
2017
Q4 | $1.86M | Hold |
37,378
| – | – | 1.42% | 21 |
|
|
2017
Q3 | $1.76M | Sell |
37,378
-200
| -0.5% | -$9.39K | 1.44% | 21 |
|
|
2017
Q2 | $1.71M | Buy |
37,578
+1,597
| +4% | +$72.5K | 1.44% | 21 |
|
|
2017
Q1 | $1.61M | Sell |
35,981
-1,079
| -3% | -$48.2K | 1.39% | 22 |
|
|
2016
Q4 | $1.37M | Sell |
37,060
-123
| -0.3% | -$4.54K | 1.12% | 29 |
|
|
2016
Q3 | $1.4M | Buy |
37,183
+283
| +0.8% | +$10.7K | 1.17% | 27 |
|
|
2016
Q2 | $1.31M | Sell |
36,900
-2,436
| -6% | -$86.7K | 1.15% | 27 |
|
|
2016
Q1 | $1.31M | Buy |
39,336
+5,728
| +17% | +$191K | 1.18% | 25 |
|
|
2015
Q4 | $1.27M | Buy |
+33,608
| New | +$1.27M | 1.17% | 25 |
|