Salomon & Ludwin’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 | $977K | Sell |
21,695
-44
| -0.2% | -$1.98K | 0.1% | 80 |
|
|
2025
Q1 | $895K | Sell |
21,739
-291
| -1% | -$12K | 0.1% | 83 |
|
|
2024
Q4 | $956K | Sell |
22,030
-1,917
| -8% | -$83.2K | 0.1% | 79 |
|
|
2024
Q3 | $1.02M | Buy |
23,947
+1,295
| +6% | +$55.4K | 0.1% | 80 |
|
|
2024
Q2 | $880K | Sell |
22,652
-8,211
| -27% | -$319K | 0.1% | 85 |
|
|
2024
Q1 | $1.2M | Sell |
30,863
-26,932
| -47% | -$1.05M | 0.1% | 84 |
|
|
2023
Q4 | $1.65M | Hold |
57,795
| – | – | 0.17% | 69 |
|
|
2023
Q3 | $1.65M | Sell |
57,795
-291
| -0.5% | -$8.33K | 0.17% | 69 |
|
|
2023
Q2 | $1.76M | Buy |
58,086
+12,923
| +29% | +$392K | 0.19% | 65 |
|
|
2023
Q1 | $1.54M | Sell |
45,163
-136
| -0.3% | -$4.64K | 0.18% | 64 |
|
|
2022
Q4 | $1.95M | Sell |
45,299
-168
| -0.4% | -$7.23K | 0.25% | 59 |
|
|
2022
Q3 | $1.98M | Buy |
45,467
+6,909
| +18% | +$301K | 0.3% | 47 |
|
|
2022
Q2 | $1.83M | Buy |
38,558
+19,350
| +101% | +$918K | 0.28% | 44 |
|
|
2022
Q1 | $1.09M | Buy |
19,208
+948
| +5% | +$53.7K | 0.16% | 47 |
|
|
2021
Q4 | $1.07M | Buy |
18,260
+228
| +1% | +$13.3K | 0.15% | 48 |
|
|
2021
Q3 | $1.06M | Buy |
18,032
+517
| +3% | +$30.3K | 0.16% | 44 |
|
|
2021
Q2 | $972K | Sell |
17,515
-101
| -0.6% | -$5.61K | 0.15% | 44 |
|
|
2021
Q1 | $1.03M | Buy |
17,616
+9,481
| +117% | +$553K | 0.17% | 42 |
|
|
2020
Q4 | $390K | Buy |
8,135
+503
| +7% | +$24.1K | 0.07% | 50 |
|
|
2020
Q3 | $290K | Hold |
7,632
| – | – | 0.06% | 52 |
|
|
2020
Q2 | $287K | Buy |
7,632
+6,409
| +524% | +$241K | 0.06% | 51 |
|
|
2020
Q1 | $38K | Sell |
1,223
-375
| -23% | -$11.7K | 0.01% | 104 |
|
|
2019
Q4 | $90K | Buy |
1,598
+1,223
| +326% | +$68.9K | 0.02% | 79 |
|
|
2019
Q3 | $20K | Hold |
375
| – | – | ﹤0.01% | 137 |
|
|
2019
Q2 | $18K | Hold |
375
| – | – | ﹤0.01% | 128 |
|
|
2019
Q1 | $17K | Hold |
375
| – | – | ﹤0.01% | 134 |
|
|
2018
Q4 | $16K | Buy |
+375
| New | +$16K | ﹤0.01% | 132 |
|