Shepherd Financial Partners’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
Q2 | $511K | Sell |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $715K | Buy |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $907K | Buy |
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|
2022
Q3 | $914K | Buy |
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|
2022
Q2 | $979K | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $939K | Buy |
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|
2021
Q1 | $940K | Buy |
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|
2020
Q4 | $727K | Buy |
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|
2020
Q3 | $509K | Sell |
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|
2020
Q2 | $510K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $1.72M | Buy |
|