Siemens Fonds Invest’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 | $1.08M | Buy |
25,223
+3,464
| +16% | +$149K | 0.06% | 225 |
|
|
2025
Q1 | $895K | Buy |
21,759
+499
| +2% | +$20.5K | 0.06% | 223 |
|
|
2024
Q4 | $922K | Buy |
21,260
+1,354
| +7% | +$58.7K | 0.06% | 220 |
|
|
2024
Q3 | $851K | Hold |
19,906
| – | – | 0.07% | 213 |
|
|
2024
Q2 | $773K | Buy |
19,906
+432
| +2% | +$16.8K | 0.06% | 226 |
|
|
2024
Q1 | $759K | Sell |
19,474
-585
| -3% | -$22.8K | 0.06% | 234 |
|
|
2023
Q4 | $741K | Sell |
20,059
-6,566
| -25% | -$242K | 0.06% | 231 |
|
|
2023
Q3 | $762K | Sell |
26,625
-5,484
| -17% | -$157K | 0.08% | 219 |
|
|
2023
Q2 | $970K | Hold |
32,109
| – | – | 0.09% | 180 |
|
|
2023
Q1 | $1.09M | Buy |
32,109
+572
| +2% | +$19.5K | 0.11% | 171 |
|
|
2022
Q4 | $1.36M | Sell |
31,537
-2,502
| -7% | -$108K | 0.14% | 156 |
|
|
2022
Q3 | $1.48M | Sell |
34,039
-1,518
| -4% | -$66.1K | 0.17% | 148 |
|
|
2022
Q2 | $1.69M | Sell |
35,557
-432
| -1% | -$20.5K | 0.18% | 141 |
|
|
2022
Q1 | $2.04M | Sell |
35,989
-236
| -0.7% | -$13.4K | 0.17% | 136 |
|
|
2021
Q4 | $2.12M | Buy |
36,225
+6,351
| +21% | +$372K | 0.14% | 146 |
|
|
2021
Q3 | $1.75M | Buy |
29,874
+1,993
| +7% | +$117K | 0.12% | 155 |
|
|
2021
Q2 | $1.55M | Buy |
27,881
+3,396
| +14% | +$188K | 0.18% | 130 |
|
|
2021
Q1 | $1.43M | Buy |
24,485
+561
| +2% | +$32.7K | 0.14% | 151 |
|
|
2020
Q4 | $1.13M | Buy |
+23,924
| New | +$1.13M | 0.12% | 156 |
|