Ritholtz Wealth 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 | $381K | Buy |
8,860
+2,122
| +31% | +$91.2K | 0.01% | 719 |
|
|
2025
Q1 | $277K | Buy |
6,738
+1,110
| +20% | +$45.7K | 0.01% | 768 |
|
|
2024
Q4 | $244K | Buy |
+5,628
| New | +$244K | 0.01% | 767 |
|
|
2022
Q4 | – | Sell |
-12,295
| Closed | -$535K | – | 728 |
|
|
2022
Q3 | $535K | Buy |
12,295
+7,672
| +166% | +$334K | 0.03% | 383 |
|
|
2022
Q2 | $219K | Sell |
4,623
-2,307
| -33% | -$109K | 0.01% | 478 |
|
|
2022
Q1 | $393K | Buy |
6,930
+1,617
| +30% | +$91.7K | 0.03% | 355 |
|
|
2021
Q4 | $311K | Buy |
5,313
+524
| +11% | +$30.7K | 0.02% | 403 |
|
|
2021
Q3 | $281K | Buy |
4,789
+715
| +18% | +$42K | 0.02% | 384 |
|
|
2021
Q2 | $226K | Buy |
4,074
+253
| +7% | +$14K | 0.02% | 425 |
|
|
2021
Q1 | $223K | Buy |
+3,821
| New | +$223K | 0.02% | 384 |
|