Rothschild Investment LLC’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 | $443K | Sell |
10,313
-353
| -3% | -$15.2K | 0.03% | 366 |
|
|
2025
Q1 | $439K | Sell |
10,666
-239,899
| -96% | -$9.87M | 0.03% | 365 |
|
|
2024
Q4 | $10.9M | Sell |
250,565
-1,233
| -0.5% | -$53.5K | 0.71% | 32 |
|
|
2024
Q3 | $10.8M | Sell |
251,798
-4,187
| -2% | -$179K | 0.71% | 35 |
|
|
2024
Q2 | $9.95M | Buy |
255,985
+781
| +0.3% | +$30.3K | 0.69% | 34 |
|
|
2024
Q1 | $9.95M | Buy |
255,204
+54,834
| +27% | +$2.14M | 0.72% | 35 |
|
|
2023
Q4 | $7.4M | Sell |
200,370
-12,570
| -6% | -$464K | 0.62% | 45 |
|
|
2023
Q3 | $6.09M | Sell |
212,940
-1,450
| -0.7% | -$41.5K | 0.51% | 55 |
|
|
2023
Q2 | $6.51M | Sell |
214,390
-87
| -0% | -$2.64K | 0.54% | 53 |
|
|
2023
Q1 | $7.31M | Buy |
214,477
+19,765
| +10% | +$674K | 0.64% | 42 |
|
|
2022
Q4 | $8.38M | Sell |
194,712
-3,323
| -2% | -$143K | 0.77% | 34 |
|
|
2022
Q3 | $8.62M | Buy |
198,035
+986
| +0.5% | +$42.9K | 0.85% | 28 |
|
|
2022
Q2 | $9.35M | Buy |
197,049
+45,200
| +30% | +$2.14M | 0.86% | 29 |
|
|
2022
Q1 | $8.61M | Sell |
151,849
-1,212
| -0.8% | -$68.7K | 0.68% | 40 |
|
|
2021
Q4 | $8.96M | Buy |
153,061
+667
| +0.4% | +$39.1K | 0.7% | 43 |
|
|
2021
Q3 | $8.94M | Sell |
152,394
-42
| -0% | -$2.46K | 0.75% | 40 |
|
|
2021
Q2 | $8.46M | Buy |
152,436
+31,820
| +26% | +$1.77M | 0.67% | 43 |
|
|
2021
Q1 | $7.03M | Buy |
120,616
+116,343
| +2,723% | +$6.78M | 0.61% | 45 |
|
|
2020
Q4 | $205K | Sell |
4,273
-2,000
| -32% | -$96K | 0.02% | 419 |
|
|
2020
Q3 | $239K | Buy |
+6,273
| New | +$239K | 0.03% | 369 |
|
|
2017
Q3 | – | Sell |
-6,828
| Closed | -$310K | – | 432 |
|
|
2017
Q2 | $310K | Buy |
+6,828
| New | +$310K | 0.04% | 342 |
|