SevenBridge Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,553
| Closed | -$216K | – | 229 |
|
|
2024
Q4 | $216K | Hold |
4,553
| – | – | 0.04% | 211 |
|
|
2024
Q3 | $211K | Buy |
+4,553
| New | +$211K | 0.04% | 212 |
|
|
2023
Q2 | – | Sell |
-14,675
| Closed | -$500K | – | 181 |
|
|
2023
Q1 | $500K | Sell |
14,675
-470
| -3% | -$16K | 0.14% | 122 |
|
|
2022
Q4 | $652K | Sell |
15,145
-13,120
| -46% | -$565K | 0.19% | 108 |
|
|
2022
Q3 | $1.23M | Buy |
28,265
+22,926
| +429% | +$998K | 0.42% | 64 |
|
|
2022
Q2 | $253K | Sell |
5,339
-112
| -2% | -$5.31K | 0.1% | 124 |
|
|
2022
Q1 | $309K | Sell |
5,451
-3,051
| -36% | -$173K | 0.11% | 126 |
|
|
2021
Q4 | $498K | Sell |
8,502
-2
| -0% | -$117 | 0.15% | 113 |
|
|
2021
Q3 | $499K | Sell |
8,504
-475
| -5% | -$27.9K | 0.17% | 106 |
|
|
2021
Q2 | $498K | Buy |
8,979
+347
| +4% | +$19.2K | 0.16% | 109 |
|
|
2021
Q1 | $503K | Sell |
8,632
-12,194
| -59% | -$711K | 0.18% | 102 |
|
|
2020
Q4 | $998K | Buy |
20,826
+14,169
| +213% | +$679K | 0.39% | 69 |
|
|
2020
Q3 | $253K | Sell |
6,657
-1,298
| -16% | -$49.3K | 0.12% | 119 |
|
|
2020
Q2 | $299K | Sell |
7,955
-265
| -3% | -$9.96K | 0.15% | 104 |
|
|
2020
Q1 | $253K | Sell |
8,220
-1,040
| -11% | -$32K | 0.15% | 110 |
|
|
2019
Q4 | $522K | Buy |
9,260
+4,403
| +91% | +$248K | 0.14% | 86 |
|
|
2019
Q3 | $259K | Hold |
4,857
| – | – | 0.14% | 115 |
|
|
2019
Q2 | $239K | Hold |
4,857
| – | – | 0.09% | 125 |
|
|
2019
Q1 | $226K | Hold |
4,857
| – | – | 0.08% | 119 |
|
|
2018
Q4 | $210K | Sell |
4,857
-889
| -15% | -$38.4K | 0.13% | 114 |
|
|
2018
Q3 | $279K | Hold |
5,746
| – | – | 0.15% | 108 |
|
|
2018
Q2 | $290K | Buy |
5,746
+89
| +2% | +$4.49K | 0.16% | 106 |
|
|
2018
Q1 | $294K | Hold |
5,657
| – | – | 0.17% | 106 |
|
|
2017
Q4 | $281K | Hold |
5,657
| – | – | 0.16% | 116 |
|
|
2017
Q3 | $266K | Hold |
5,657
| – | – | 0.15% | 123 |
|
|
2017
Q2 | $257K | Hold |
5,657
| – | – | 0.16% | 117 |
|
|
2017
Q1 | $249K | Sell |
5,657
-3,271
| -37% | -$144K | 0.16% | 116 |
|
|
2016
Q4 | $338K | Hold |
8,928
| – | – | 0.25% | 94 |
|
|
2016
Q3 | $338K | Sell |
8,928
-2,607
| -23% | -$98.7K | 0.25% | 94 |
|
|
2016
Q2 | $411K | Buy |
+11,535
| New | +$411K | 0.29% | 86 |
|