Pinnacle Holdings’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 | $581K | Hold |
13,520
| – | – | 0.21% | 131 |
|
2025
Q1 | $556K | Hold |
13,520
| – | – | 0.21% | 131 |
|
2024
Q4 | $586K | Hold |
13,520
| – | – | 0.22% | 128 |
|
2024
Q3 | $578K | Hold |
13,520
| – | – | 0.23% | 122 |
|
2024
Q2 | $525K | Hold |
13,520
| – | – | 0.21% | 125 |
|
2024
Q1 | $527K | Sell |
13,520
-527
| -4% | -$20.5K | 0.21% | 124 |
|
2023
Q4 | $519K | Buy |
14,047
+5,180
| +58% | +$191K | 0.21% | 124 |
|
2023
Q3 | $254K | Hold |
8,867
| – | – | 0.12% | 141 |
|
2023
Q2 | $269K | Hold |
8,867
| – | – | 0.12% | 140 |
|
2023
Q1 | $302K | Buy |
8,867
+1,724
| +24% | +$58.8K | 0.14% | 136 |
|
2022
Q4 | $307K | Hold |
7,143
| – | – | 0.14% | 140 |
|
2022
Q3 | $311K | Hold |
7,143
| – | – | 0.15% | 140 |
|
2022
Q2 | $339K | Hold |
7,143
| – | – | 0.16% | 132 |
|
2022
Q1 | $405K | Hold |
7,143
| – | – | 0.16% | 137 |
|
2021
Q4 | $418K | Hold |
7,143
| – | – | 0.18% | 134 |
|
2021
Q3 | $419K | Hold |
7,143
| – | – | 0.18% | 133 |
|
2021
Q2 | $396K | Hold |
7,143
| – | – | 0.18% | 125 |
|
2021
Q1 | $417K | Sell |
7,143
-75
| -1% | -$4.37K | 0.19% | 129 |
|
2020
Q4 | $346K | Sell |
7,218
-61
| -0.8% | -$2.92K | 0.18% | 132 |
|
2020
Q3 | $277K | Sell |
7,279
-1,409
| -16% | -$53.6K | 0.16% | 132 |
|
2020
Q2 | $326K | Hold |
8,688
| – | – | 0.16% | 124 |
|
2020
Q1 | $268K | Sell |
8,688
-6,031
| -41% | -$186K | 0.15% | 123 |
|
2019
Q4 | $829K | Buy |
14,719
+12,749
| +647% | +$718K | 0.31% | 114 |
|
2019
Q3 | $105K | Hold |
1,970
| – | – | 0.04% | 161 |
|
2019
Q2 | $96.8K | Buy |
1,970
+527
| +37% | +$25.9K | 0.04% | 163 |
|
2019
Q1 | $67.1K | Hold |
1,443
| – | – | 0.03% | 166 |
|
2018
Q4 | $62.5K | Hold |
1,443
| – | – | 0.03% | 167 |
|
2018
Q3 | $70K | Hold |
1,443
| – | – | 0.02% | 168 |
|
2018
Q2 | $72.8K | Hold |
1,443
| – | – | 0.03% | 171 |
|
2018
Q1 | $75.1K | Hold |
1,443
| – | – | 0.03% | 169 |
|
2017
Q4 | $71.7K | Hold |
1,443
| – | – | 0.03% | 176 |
|
2017
Q3 | $67.7K | Hold |
1,443
| – | – | 0.03% | 174 |
|
2017
Q2 | $65.5K | Hold |
1,443
| – | – | 0.03% | 169 |
|
2017
Q1 | $64.5K | Hold |
1,443
| – | – | 0.02% | 172 |
|
2016
Q4 | $67.9K | Hold |
1,443
| – | – | 0.03% | 175 |
|
2016
Q3 | $54.4K | Hold |
1,443
| – | – | 0.02% | 173 |
|
2016
Q2 | $51.4K | Hold |
1,443
| – | – | 0.02% | 170 |
|
2016
Q1 | $48K | Hold |
1,443
| – | – | 0.02% | 170 |
|
2015
Q4 | $54.6K | Hold |
1,443
| – | – | 0.03% | 175 |
|
2015
Q3 | $51.4K | Buy |
1,443
+543
| +60% | +$19.3K | 0.02% | 178 |
|
2015
Q2 | $36.3K | Hold |
900
| – | – | 0.01% | 183 |
|
2015
Q1 | $35.1K | Hold |
900
| – | – | 0.01% | 185 |
|
2014
Q4 | $35K | Hold |
900
| – | – | 0.01% | 178 |
|
2014
Q3 | $33.5K | Hold |
900
| – | – | 0.01% | 179 |
|
2014
Q2 | $35.5K | Hold |
900
| – | – | 0.01% | 172 |
|
2014
Q1 | $36.2K | Hold |
900
| – | – | 0.01% | 172 |
|
2013
Q4 | $33.6K | Hold |
900
| – | – | 0.01% | 167 |
|
2013
Q3 | $30.4K | Buy |
+900
| New | +$30.4K | 0.01% | 168 |
|