Procyon 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 | $1.76M | Buy |
40,925
+16,452
| +67% | +$707K | 0.17% | 118 |
|
|
2025
Q1 | $917K | Buy |
24,473
+8,204
| +50% | +$307K | 0.06% | 269 |
|
|
2024
Q4 | $706K | Sell |
16,269
-553
| -3% | -$24K | 0.04% | 284 |
|
|
2024
Q3 | $719K | Sell |
16,822
-594
| -3% | -$25.4K | 0.05% | 276 |
|
|
2024
Q2 | $677K | Sell |
17,416
-689
| -4% | -$26.8K | 0.05% | 273 |
|
|
2024
Q1 | $706K | Sell |
18,105
-879
| -5% | -$34.3K | 0.05% | 270 |
|
|
2023
Q4 | $701K | Sell |
18,984
-1,762
| -8% | -$65.1K | 0.06% | 259 |
|
|
2023
Q3 | $594K | Sell |
20,746
-2,471
| -11% | -$70.7K | 0.06% | 271 |
|
|
2023
Q2 | $705K | Sell |
23,217
-143
| -0.6% | -$4.34K | 0.09% | 214 |
|
|
2023
Q1 | $797K | Buy |
23,360
+2,567
| +12% | +$87.5K | 0.13% | 156 |
|
|
2022
Q4 | $895K | Buy |
20,793
+8,379
| +67% | +$361K | 0.16% | 138 |
|
|
2022
Q3 | $541K | Buy |
12,414
+544
| +5% | +$23.7K | 0.13% | 151 |
|
|
2022
Q2 | $563K | Buy |
11,870
+2,994
| +34% | +$142K | 0.12% | 160 |
|
|
2022
Q1 | $503K | Buy |
8,876
+177
| +2% | +$10K | 0.1% | 178 |
|
|
2021
Q4 | $509K | Buy |
8,699
+622
| +8% | +$36.4K | 0.11% | 184 |
|
|
2021
Q3 | $474K | Buy |
8,077
+3,020
| +60% | +$177K | 0.12% | 158 |
|
|
2021
Q2 | $281K | Buy |
+5,057
| New | +$281K | 0.08% | 231 |
|
|
2020
Q3 | – | Sell |
-2,160
| Closed | -$81K | – | 958 |
|
|
2020
Q2 | $81K | Buy |
2,160
+80
| +4% | +$3K | 0.04% | 317 |
|
|
2020
Q1 | $64K | Buy |
2,080
+265
| +15% | +$8.15K | 0.04% | 303 |
|
|
2019
Q4 | $102K | Buy |
+1,815
| New | +$102K | 0.06% | 259 |
|