Riverview Trust Company’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 | $117K | Hold |
2,712
| – | – | 0.15% | 83 |
|
2025
Q1 | $112K | Hold |
2,712
| – | – | 0.11% | 145 |
|
2024
Q4 | $118K | Sell |
2,712
-603
| -18% | -$26.2K | 0.11% | 145 |
|
2024
Q3 | $142K | Buy |
3,315
+20
| +0.6% | +$855 | 0.12% | 122 |
|
2024
Q2 | $128K | Hold |
3,295
| – | – | 0.12% | 124 |
|
2024
Q1 | $128K | Buy |
+3,295
| New | +$128K | 0.1% | 138 |
|
2023
Q4 | – | Sell |
-5,627
| Closed | -$161K | – | 577 |
|
2023
Q3 | $161K | Buy |
5,627
+857
| +18% | +$24.5K | 0.14% | 105 |
|
2023
Q2 | $145K | Hold |
4,770
| – | – | 0.13% | 106 |
|
2023
Q1 | $163K | Sell |
4,770
-123
| -3% | -$4.19K | 0.15% | 99 |
|
2022
Q4 | $211K | Sell |
4,893
-2,219
| -31% | -$95.7K | 0.2% | 84 |
|
2022
Q3 | $310K | Sell |
7,112
-255
| -3% | -$11.1K | 0.3% | 60 |
|
2022
Q2 | $349K | Buy |
7,367
+1,252
| +20% | +$59.3K | 0.3% | 60 |
|
2022
Q1 | $347K | Buy |
6,115
+1,024
| +20% | +$58.1K | 0.26% | 67 |
|
2021
Q4 | $298 | Sell |
5,091
-693
| -12% | -$41 | 0.17% | 69 |
|
2021
Q3 | $339K | Hold |
5,784
| – | – | 0.36% | 54 |
|
2021
Q2 | $321K | Sell |
5,784
-123
| -2% | -$6.83K | 0.34% | 58 |
|
2021
Q1 | $344K | Sell |
5,907
-370
| -6% | -$21.5K | 0.38% | 52 |
|
2020
Q4 | $301K | Hold |
6,277
| – | – | 0.33% | 58 |
|
2020
Q3 | $239K | Hold |
6,277
| – | – | 0.27% | 67 |
|
2020
Q2 | $236K | Hold |
6,277
| – | – | 0.23% | 82 |
|
2020
Q1 | $194K | Sell |
6,277
-81
| -1% | -$2.5K | 0.19% | 86 |
|
2019
Q4 | $358K | Sell |
6,358
-24
| -0.4% | -$1.35K | 0.24% | 72 |
|
2019
Q3 | $341K | Sell |
6,382
-4
| -0.1% | -$214 | 0.24% | 79 |
|
2019
Q2 | $314K | Hold |
6,386
| – | – | 0.22% | 82 |
|
2019
Q1 | $297K | Sell |
6,386
-5
| -0.1% | -$233 | 0.22% | 84 |
|
2018
Q4 | $277K | Buy |
+6,391
| New | +$277K | 0.22% | 78 |
|