R.M. Davis Inc’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $456K | Sell |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $432K | Sell |
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|
2021
Q1 | $547K | Sell |
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|
2020
Q4 | $473K | Buy |
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|
2020
Q3 | $362K | Sell |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $612K | Buy |
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|
2019
Q3 | $529K | Sell |
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|
2019
Q2 | $512K | Sell |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $504K | Sell |
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|
2018
Q3 | $657K | Hold |
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|
2018
Q2 | $682K | Sell |
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|
2018
Q1 | $756K | Sell |
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|
2017
Q4 | $725K | Buy |
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|
2017
Q3 | $681K | Sell |
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|
2017
Q2 | $681K | Sell |
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|
2017
Q1 | $881K | Buy |
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|
2016
Q4 | $883K | Buy |
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|
2016
Q3 | $630K | Sell |
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|
2016
Q2 | $616K | Buy |
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