Rothschild Investment LLC’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 | $443K | Sell |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $9.95M | Buy |
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|
2024
Q1 | $9.95M | Buy |
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|
2023
Q4 | $7.4M | Sell |
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|
2023
Q3 | $6.09M | Sell |
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|
2023
Q2 | $6.51M | Sell |
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|
2023
Q1 | $7.31M | Buy |
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|
2022
Q4 | $8.38M | Sell |
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|
2022
Q3 | $8.62M | Buy |
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|
2022
Q2 | $9.35M | Buy |
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|
2022
Q1 | $8.61M | Sell |
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|
2021
Q4 | $8.96M | Buy |
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|
2021
Q3 | $8.94M | Sell |
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|
2021
Q2 | $8.46M | Buy |
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|
2021
Q1 | $7.03M | Buy |
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|
2020
Q4 | $205K | Sell |
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|
2020
Q3 | $239K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $310K | Buy |
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