Shelton Capital Management’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 | $5.67M | Buy |
131,783
+11,744
| +10% | +$505K | 0.13% | 146 |
|
|
2025
Q1 | $4.94M | Sell |
120,039
-8,516
| -7% | -$350K | 0.12% | 154 |
|
|
2024
Q4 | $5.58M | Sell |
128,555
-1,139
| -0.9% | -$49.4K | 0.14% | 146 |
|
|
2024
Q3 | $5.55M | Buy |
129,694
+68,000
| +110% | +$2.91M | 0.14% | 140 |
|
|
2024
Q2 | $2.4M | Sell |
61,694
-4
| -0% | -$155 | 0.07% | 223 |
|
|
2024
Q1 | $2.4M | Buy |
61,698
+53,000
| +609% | +$2.07M | 0.07% | 234 |
|
|
2023
Q4 | $321K | Buy |
8,698
+221
| +3% | +$8.16K | 0.01% | 461 |
|
|
2023
Q3 | $243K | Sell |
8,477
-800
| -9% | -$22.9K | 0.01% | 555 |
|
|
2023
Q2 | $282K | Sell |
9,277
-228
| -2% | -$6.92K | 0.01% | 526 |
|
|
2023
Q1 | $324K | Buy |
9,505
+1,034
| +12% | +$35.3K | 0.01% | 434 |
|
|
2022
Q4 | $365K | Sell |
8,471
-1,745
| -17% | -$75.1K | 0.04% | 358 |
|
|
2022
Q3 | $445K | Sell |
10,216
-63,200
| -86% | -$2.75M | 0.02% | 326 |
|
|
2022
Q2 | $3.48M | Sell |
73,416
-4,199
| -5% | -$199K | 0.16% | 146 |
|
|
2022
Q1 | $4.4M | Sell |
77,615
-33,564
| -30% | -$1.9M | 0.16% | 141 |
|
|
2021
Q4 | $6.51M | Sell |
111,179
-6,575
| -6% | -$385K | 0.23% | 93 |
|
|
2021
Q3 | $6.91M | Buy |
117,754
+27,354
| +30% | +$1.6M | 0.27% | 85 |
|
|
2021
Q2 | $5.02M | Buy |
90,400
+52,801
| +140% | +$2.93M | 0.19% | 116 |
|
|
2021
Q1 | $2.19M | Buy |
37,599
+27,900
| +288% | +$1.63M | 0.08% | 227 |
|
|
2020
Q4 | $465K | Sell |
9,699
-326
| -3% | -$15.6K | 0.02% | 356 |
|
|
2020
Q3 | $381K | Hold |
10,025
| – | – | 0.02% | 474 |
|
|
2020
Q2 | $376K | Sell |
10,025
-457
| -4% | -$17.1K | 0.02% | 372 |
|
|
2020
Q1 | $323K | Sell |
10,482
-300
| -3% | -$9.24K | 0.02% | 368 |
|
|
2019
Q4 | $607K | Buy |
10,782
+4,435
| +70% | +$250K | 0.03% | 303 |
|
|
2019
Q3 | $339K | Hold |
6,347
| – | – | 0.02% | 470 |
|
|
2019
Q2 | $312K | Buy |
6,347
+5,987
| +1,663% | +$294K | 0.02% | 506 |
|
|
2019
Q1 | $7.75K | Sell |
360
-5,987
| -94% | -$129K | 0.03% | 467 |
|
|
2018
Q4 | $275K | Hold |
6,347
| – | – | 0.02% | 511 |
|
|
2018
Q3 | $308K | Hold |
6,347
| – | – | 0.02% | 575 |
|
|
2018
Q2 | $320K | Hold |
6,347
| – | – | 0.02% | 529 |
|
|
2018
Q1 | $330K | Hold |
6,347
| – | – | 0.02% | 510 |
|
|
2017
Q4 | $316K | Hold |
6,347
| – | – | 0.02% | 553 |
|
|
2017
Q3 | $298K | Hold |
6,347
| – | – | 0.02% | 563 |
|
|
2017
Q2 | $288K | Sell |
6,347
-107
| -2% | -$4.86K | 0.02% | 597 |
|
|
2017
Q1 | $288K | Sell |
6,454
-2,072
| -24% | -$92.5K | 0.02% | 589 |
|
|
2016
Q4 | $401K | Buy |
8,526
+200
| +2% | +$9.41K | 0.03% | 466 |
|
|
2016
Q3 | $314K | Hold |
8,326
| – | – | 0.03% | 552 |
|
|
2016
Q2 | $296K | Buy |
8,326
+2,279
| +38% | +$81K | 0.03% | 555 |
|
|
2016
Q1 | $201K | Hold |
6,047
| – | – | 0.02% | 715 |
|
|
2015
Q4 | $229K | Buy |
+6,047
| New | +$229K | 0.02% | 646 |
|
|
2015
Q3 | – | Sell |
-5,247
| Closed | -$212K | – | 769 |
|
|
2015
Q2 | $212K | Hold |
5,247
| – | – | 0.02% | 719 |
|
|
2015
Q1 | $205K | Hold |
5,247
| – | – | 0.02% | 749 |
|
|
2014
Q4 | $204K | Buy |
+5,247
| New | +$204K | 0.02% | 751 |
|
|
2014
Q3 | – | Sell |
-5,247
| Closed | -$207K | – | 786 |
|
|
2014
Q2 | $207K | Sell |
5,247
-4,928
| -48% | -$194K | 0.03% | 746 |
|
|
2014
Q1 | $409K | Buy |
10,175
+30
| +0.3% | +$1.21K | 0.06% | 407 |
|
|
2013
Q4 | $379K | Buy |
10,145
+33
| +0.3% | +$1.23K | 0.06% | 419 |
|
|
2013
Q3 | $341K | Buy |
10,112
+33
| +0.3% | +$1.11K | 0.06% | 425 |
|
|
2013
Q2 | $341K | Buy |
+10,079
| New | +$341K | 0.06% | 391 |
|