Rowlandmiller & Partners’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 | $8.28M | Sell |
192,531
-2,147
| -1% | -$92.3K | 1.71% | 17 |
|
|
2025
Q1 | $8.01M | Sell |
194,678
-3,726
| -2% | -$153K | 1.69% | 17 |
|
|
2024
Q4 | $8.61M | Sell |
198,404
-2,253
| -1% | -$97.7K | 1.8% | 15 |
|
|
2024
Q3 | $8.58M | Sell |
200,657
-224
| -0.1% | -$9.58K | 1.74% | 16 |
|
|
2024
Q2 | $7.8M | Sell |
200,881
-15,642
| -7% | -$608K | 1.7% | 16 |
|
|
2024
Q1 | $8.44M | Sell |
216,523
-985
| -0.5% | -$38.4K | 1.78% | 18 |
|
|
2023
Q4 | $8.03M | Sell |
217,508
-3,974
| -2% | -$147K | 1.84% | 16 |
|
|
2023
Q3 | $6.34M | Sell |
221,482
-1,191
| -0.5% | -$34.1K | 1.56% | 19 |
|
|
2023
Q2 | $6.76M | Sell |
222,673
-264
| -0.1% | -$8.01K | 1.6% | 19 |
|
|
2023
Q1 | $7.6M | Buy |
222,937
+203
| +0.1% | +$6.92K | 1.85% | 18 |
|
|
2022
Q4 | $9.72M | Sell |
222,734
-274
| -0.1% | -$12K | 2.41% | 11 |
|
|
2022
Q3 | $9.71M | Buy |
223,008
+4,097
| +2% | +$178K | 2.62% | 8 |
|
|
2022
Q2 | $10.4M | Buy |
218,911
+549
| +0.3% | +$26K | 2.66% | 9 |
|
|
2022
Q1 | $12.4M | Sell |
218,362
-8,202
| -4% | -$465K | 2.87% | 8 |
|
|
2021
Q4 | $12.8M | Buy |
226,564
+20,733
| +10% | +$1.17M | 2.87% | 9 |
|
|
2021
Q3 | $7.73M | Sell |
205,831
-14,220
| -6% | -$534K | 2.62% | 11 |
|
|
2021
Q2 | $12.2M | Sell |
220,051
-327
| -0.1% | -$18.1K | 3% | 7 |
|
|
2021
Q1 | $12.9M | Buy |
220,378
+2,534
| +1% | +$148K | 3.36% | 5 |
|
|
2020
Q4 | $10.4M | Buy |
217,844
+8,391
| +4% | +$402K | 2.98% | 9 |
|
|
2020
Q3 | $6.46M | Buy |
209,453
+3,622
| +2% | +$112K | 2.59% | 10 |
|
|
2020
Q2 | $7.73M | Sell |
205,831
-3,622
| -2% | -$136K | 2.62% | 11 |
|
|
2020
Q1 | $6.46M | Sell |
209,453
-905
| -0.4% | -$27.9K | 2.59% | 10 |
|
|
2019
Q4 | $11.8M | Buy |
210,358
+87,572
| +71% | +$4.93M | 3.68% | 5 |
|
|
2019
Q3 | $6.56M | Buy |
122,786
+42
| +0% | +$2.24K | 2.23% | 13 |
|
|
2019
Q2 | $5.99M | Buy |
122,744
+897
| +0.7% | +$43.8K | 2.08% | 16 |
|
|
2019
Q1 | $5.67M | Buy |
121,847
+1,331
| +1% | +$61.9K | 2.03% | 16 |
|
|
2018
Q4 | $5.22M | Buy |
120,516
+2,427
| +2% | +$105K | 2.12% | 15 |
|
|
2018
Q3 | $5.73M | Buy |
118,089
+79
| +0.1% | +$3.84K | 2.07% | 16 |
|
|
2018
Q2 | $5.95M | Buy |
118,010
+1,538
| +1% | +$77.5K | 2.31% | 14 |
|
|
2018
Q1 | $6.06M | Buy |
116,472
+797
| +0.7% | +$41.5K | 2.4% | 14 |
|
|
2017
Q4 | $5.77M | Buy |
115,675
+108,546
| +1,523% | +$5.41M | 2.26% | 15 |
|
|
2017
Q3 | $446K | Sell |
7,129
-109,269
| -94% | -$6.83M | 0.19% | 74 |
|
|
2017
Q2 | $5.29M | Buy |
116,398
+3,246
| +3% | +$148K | 2.24% | 14 |
|
|
2017
Q1 | $5.08M | Sell |
113,152
-1,872
| -2% | -$84K | 2.24% | 15 |
|
|
2016
Q4 | $5.4M | Sell |
115,024
-1,268
| -1% | -$59.6K | 2.44% | 14 |
|
|
2016
Q3 | $4.39M | Buy |
116,292
+13,567
| +13% | +$512K | 2.03% | 17 |
|
|
2016
Q2 | $3.64M | Buy |
102,725
+6,159
| +6% | +$218K | 1.68% | 17 |
|
|
2016
Q1 | $3.21M | Buy |
96,566
+14,730
| +18% | +$490K | 1.52% | 19 |
|
|
2015
Q4 | $2.99M | Sell |
81,836
-5,755
| -7% | -$210K | 1.52% | 21 |
|
|
2015
Q3 | $3.1M | Buy |
87,591
+3,659
| +4% | +$129K | 1.64% | 18 |
|
|
2015
Q2 | $3.38M | Buy |
83,932
+1,069
| +1% | +$43.1K | 1.68% | 19 |
|
|
2015
Q1 | $3.21M | Buy |
82,863
+30,733
| +59% | +$1.19M | 1.59% | 22 |
|
|
2014
Q4 | $2.03M | Buy |
+52,130
| New | +$2.03M | 0.98% | 31 |
|