Plimoth Trust’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
$827K Sell
19,227
-150
-0.8% -$6.45K 0.2% 97
2025
Q1
$797K Sell
19,377
-1,140
-6% -$46.9K 0.21% 99
2024
Q4
$890K Sell
20,517
-675
-3% -$29.3K 0.23% 92
2024
Q3
$906K Sell
21,192
-1,010
-5% -$43.2K 0.23% 93
2024
Q2
$863K Sell
22,202
-746
-3% -$29K 0.23% 90
2024
Q1
$895K Sell
22,948
-1,775
-7% -$69.2K 0.24% 89
2023
Q4
$913K Sell
24,723
-2,890
-10% -$107K 0.26% 88
2023
Q3
$790K Sell
27,613
-865
-3% -$24.7K 0.25% 89
2023
Q2
$864K Sell
28,478
-1,150
-4% -$34.9K 0.26% 91
2023
Q1
$1.01M Sell
29,628
-910
-3% -$31K 0.31% 83
2022
Q4
$1.31M Sell
30,538
-35
-0.1% -$1.51K 0.42% 74
2022
Q3
$1.33M Sell
30,573
-219
-0.7% -$9.53K 0.46% 69
2022
Q2
$1.46M Sell
30,792
-2,925
-9% -$139K 0.46% 71
2022
Q1
$1.91M Sell
33,717
-410
-1% -$23.3K 0.51% 66
2021
Q4
$2M Buy
34,127
+630
+2% +$36.9K 0.51% 64
2021
Q3
$1.97M Buy
33,497
+1,675
+5% +$98.3K 0.56% 61
2021
Q2
$1.77M Sell
31,822
-470
-1% -$26.1K 0.5% 67
2021
Q1
$1.88M Buy
32,292
+1,114
+4% +$65K 0.56% 58
2020
Q4
$1.49M Sell
31,178
-2,385
-7% -$114K 0.47% 66
2020
Q3
$1.28M Sell
33,563
-99
-0.3% -$3.77K 0.43% 69
2020
Q2
$1.26M Sell
33,662
-875
-3% -$32.9K 0.45% 70
2020
Q1
$1.07M Buy
34,537
+518
+2% +$16K 0.45% 69
2019
Q4
$1.92M Buy
34,019
+6,502
+24% +$366K 0.62% 54
2019
Q3
$1.47M Sell
27,517
-5,685
-17% -$303K 0.48% 69
2019
Q2
$1.63M Buy
33,202
+2,635
+9% +$129K 0.54% 61
2019
Q1
$1.42M Buy
30,567
+1,090
+4% +$50.7K 0.47% 72
2018
Q4
$1.28M Buy
29,477
+1,183
+4% +$51.3K 0.47% 65
2018
Q3
$1.37M Sell
28,294
-410
-1% -$19.9K 0.45% 71
2018
Q2
$1.45M Buy
28,704
+405
+1% +$20.4K 0.5% 64
2018
Q1
$1.47M Buy
28,299
+1,096
+4% +$57K 0.51% 66
2017
Q4
$1.35M Buy
+27,203
New +$1.35M 0.48% 69