Shelton Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.02M | Sell |
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|
2025
Q2 | $5.67M | Buy |
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|
2025
Q1 | $4.94M | Sell |
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|
2024
Q4 | $5.58M | Sell |
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|
2024
Q3 | $5.55M | Buy |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.4M | Sell |
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|
2021
Q4 | $6.51M | Sell |
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|
2021
Q3 | $6.91M | Buy |
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|
2021
Q2 | $5.02M | Buy |
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|
2021
Q1 | $2.19M | Buy |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $376K | Sell |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $607K | Buy |
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|
2019
Q3 | $339K | Hold |
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|
2019
Q2 | $312K | Buy |
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|
2019
Q1 | $7.75K | Sell |
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|
2018
Q4 | $275K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $320K | Hold |
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|
2018
Q1 | $330K | Hold |
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|
2017
Q4 | $316K | Hold |
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|
2017
Q3 | $298K | Hold |
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|
2017
Q2 | $288K | Sell |
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|
2017
Q1 | $288K | Sell |
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|
2016
Q4 | $401K | Buy |
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|
2016
Q3 | $314K | Hold |
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|
2016
Q2 | $296K | Buy |
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|
2016
Q1 | $201K | Hold |
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|
2015
Q4 | $229K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $212K | Hold |
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|
2015
Q1 | $205K | Hold |
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|
2014
Q4 | $204K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $207K | Sell |
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|
2014
Q1 | $409K | Buy |
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|
2013
Q4 | $379K | Buy |
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|
2013
Q3 | $341K | Buy |
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|
2013
Q2 | $341K | Buy |
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