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 |
|