Poehling Capital Management’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 | $2.27M | Buy |
52,747
+89
| +0.2% | +$3.83K | 0.53% | 51 |
|
|
2025
Q1 | $2.17M | Buy |
52,658
+1,457
| +3% | +$60K | 0.55% | 56 |
|
|
2024
Q4 | $2.22M | Buy |
51,201
+307
| +0.6% | +$13.3K | 0.55% | 52 |
|
|
2024
Q3 | $2.18M | Sell |
50,894
-1,783
| -3% | -$76.3K | 0.56% | 55 |
|
|
2024
Q2 | $2.05M | Buy |
52,677
+931
| +2% | +$36.2K | 0.56% | 55 |
|
|
2024
Q1 | $2.02M | Buy |
51,746
+3,702
| +8% | +$144K | 0.54% | 56 |
|
|
2023
Q4 | $1.77M | Buy |
48,044
+14,716
| +44% | +$543K | 0.56% | 58 |
|
|
2023
Q3 | $954K | Buy |
33,328
+3,118
| +10% | +$89.2K | 0.33% | 67 |
|
|
2023
Q2 | $917K | Sell |
30,210
-13,225
| -30% | -$401K | 0.31% | 71 |
|
|
2023
Q1 | $1.48M | Buy |
43,435
+2,282
| +6% | +$77.8K | 0.5% | 64 |
|
|
2022
Q4 | $1.77M | Buy |
41,153
+9,989
| +32% | +$430K | 0.66% | 50 |
|
|
2022
Q3 | $1.36M | Buy |
+31,164
| New | +$1.36M | 0.57% | 54 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$2K | – | 327 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 283 |
|
|
2017
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 278 |
|