Scotia Capital’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 | $994K | Buy |
23,124
+2,013
| +10% | +$86.5K | ﹤0.01% | 528 |
|
|
2025
Q1 | $869K | Buy |
21,111
+13,158
| +165% | +$541K | ﹤0.01% | 537 |
|
|
2024
Q4 | $345K | Buy |
7,953
+19
| +0.2% | +$824 | ﹤0.01% | 679 |
|
|
2024
Q3 | $339K | Buy |
7,934
+2,408
| +44% | +$103K | ﹤0.01% | 672 |
|
|
2024
Q2 | $215K | Buy |
5,526
+201
| +4% | +$7.81K | ﹤0.01% | 748 |
|
|
2024
Q1 | $208K | Sell |
5,325
-815
| -13% | -$31.8K | ﹤0.01% | 758 |
|
|
2023
Q4 | $227K | Buy |
+6,140
| New | +$227K | ﹤0.01% | 716 |
|
|
2023
Q3 | – | Sell |
-6,711
| Closed | -$204K | – | 821 |
|
|
2023
Q2 | $204K | Buy |
+6,711
| New | +$204K | ﹤0.01% | 729 |
|