Rather & Kittrell’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 | $2.38M | Sell |
55,436
-10
| -0% | -$430 | 0.47% | 22 |
|
|
2025
Q1 | $2.28M | Buy |
55,446
+20
| +0% | +$823 | 0.49% | 23 |
|
|
2024
Q4 | $2.4M | Buy |
55,426
+18
| +0% | +$781 | 0.57% | 22 |
|
|
2024
Q3 | $2.37M | Buy |
55,408
+16
| +0% | +$684 | 0.58% | 22 |
|
|
2024
Q2 | $2.15M | Hold |
55,392
| – | – | 0.59% | 22 |
|
|
2024
Q1 | $2.16M | Sell |
55,392
-65
| -0.1% | -$2.53K | 0.65% | 22 |
|
|
2023
Q4 | $2.05M | Buy |
55,457
+461
| +0.8% | +$17K | 0.71% | 24 |
|
|
2023
Q3 | $1.57M | Buy |
54,996
+27
| +0% | +$772 | 0.63% | 24 |
|
|
2023
Q2 | $1.67M | Buy |
54,969
+3,401
| +7% | +$103K | 0.7% | 24 |
|
|
2023
Q1 | $1.76M | Hold |
51,568
| – | – | 0.8% | 22 |
|
|
2022
Q4 | $2.22M | Hold |
51,568
| – | – | 1.18% | 19 |
|
|
2022
Q3 | $2.25M | Hold |
51,568
| – | – | 2.36% | 9 |
|
|
2022
Q2 | $2.45M | Hold |
51,568
| – | – | 2.68% | 9 |
|
|
2022
Q1 | $2.92M | Hold |
51,568
| – | – | 2.85% | 9 |
|
|
2021
Q4 | $3.02M | Buy |
+51,568
| New | +$3.02M | 2.66% | 9 |
|