Prime Capital Investment Advisors’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 | $545K | Sell |
12,680
-2,730
| -18% | -$117K | 0.01% | 591 |
|
|
2025
Q1 | $634K | Buy |
15,410
+4,965
| +48% | +$204K | 0.01% | 607 |
|
|
2024
Q4 | $453K | Buy |
10,445
+46
| +0.4% | +$2K | 0.01% | 593 |
|
|
2024
Q3 | $445K | Buy |
10,399
+270
| +3% | +$11.5K | 0.01% | 617 |
|
|
2024
Q2 | $394K | Buy |
10,129
+260
| +3% | +$10.1K | 0.01% | 646 |
|
|
2024
Q1 | $385K | Sell |
9,869
-402
| -4% | -$15.7K | 0.01% | 699 |
|
|
2023
Q4 | $379K | Buy |
+10,271
| New | +$379K | 0.01% | 660 |
|
|
2020
Q3 | – | Sell |
-1,043
| Closed | -$39K | – | 503 |
|
|
2020
Q2 | $39K | Sell |
1,043
-48
| -4% | -$1.8K | ﹤0.01% | 341 |
|
|
2020
Q1 | $34K | Sell |
1,091
-511
| -32% | -$15.9K | ﹤0.01% | 310 |
|
|
2019
Q4 | $90K | Buy |
1,602
+852
| +114% | +$47.9K | 0.01% | 255 |
|
|
2019
Q3 | $40K | Buy |
750
+500
| +200% | +$26.7K | 0.01% | 326 |
|
|
2019
Q2 | $12K | Hold |
250
| – | – | ﹤0.01% | 312 |
|
|
2019
Q1 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 254 |
|