Shepherd Financial Partners’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 | $511K | Sell |
11,890
-202
| -2% | -$8.68K | 0.05% | 156 |
|
|
2025
Q1 | $498K | Buy |
12,092
+1,615
| +15% | +$66.5K | 0.06% | 152 |
|
|
2024
Q4 | $454K | Buy |
10,477
+321
| +3% | +$13.9K | 0.05% | 148 |
|
|
2024
Q3 | $434K | Buy |
10,156
+763
| +8% | +$32.6K | 0.05% | 155 |
|
|
2024
Q2 | $365K | Buy |
9,393
+253
| +3% | +$9.83K | 0.05% | 167 |
|
|
2024
Q1 | $356K | Sell |
9,140
-1,518
| -14% | -$59.2K | 0.05% | 171 |
|
|
2023
Q4 | $394K | Sell |
10,658
-13,149
| -55% | -$485K | 0.06% | 159 |
|
|
2023
Q3 | $681K | Buy |
23,807
+245
| +1% | +$7.01K | 0.11% | 111 |
|
|
2023
Q2 | $715K | Buy |
23,562
+2,438
| +12% | +$74K | 0.11% | 109 |
|
|
2023
Q1 | $720K | Buy |
21,124
+53
| +0.3% | +$1.81K | 0.12% | 104 |
|
|
2022
Q4 | $907K | Buy |
21,071
+89
| +0.4% | +$3.83K | 0.16% | 85 |
|
|
2022
Q3 | $914K | Buy |
20,982
+340
| +2% | +$14.8K | 0.18% | 83 |
|
|
2022
Q2 | $979K | Buy |
20,642
+2,192
| +12% | +$104K | 0.19% | 77 |
|
|
2022
Q1 | $1.05M | Sell |
18,450
-297
| -2% | -$16.8K | 0.19% | 87 |
|
|
2021
Q4 | $1.1M | Buy |
18,747
+1,056
| +6% | +$61.9K | 0.19% | 86 |
|
|
2021
Q3 | $1.04M | Buy |
17,691
+773
| +5% | +$45.4K | 0.2% | 86 |
|
|
2021
Q2 | $939K | Buy |
16,918
+792
| +5% | +$44K | 0.18% | 89 |
|
|
2021
Q1 | $940K | Buy |
16,126
+975
| +6% | +$56.8K | 0.21% | 89 |
|
|
2020
Q4 | $727K | Buy |
15,151
+1,775
| +13% | +$85.2K | 0.17% | 96 |
|
|
2020
Q3 | $509K | Sell |
13,376
-207
| -2% | -$7.88K | 0.12% | 94 |
|
|
2020
Q2 | $510K | Sell |
13,583
-647
| -5% | -$24.3K | 0.14% | 87 |
|
|
2020
Q1 | $438K | Sell |
14,230
-16,327
| -53% | -$503K | 0.15% | 86 |
|
|
2019
Q4 | $1.72M | Buy |
+30,557
| New | +$1.72M | 0.4% | 44 |
|