Sit Investment Associates’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 | $5K | Hold |
125
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 518 |
|
|
2024
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 526 |
|
|
2024
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $4K | Hold |
125
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 544 |
|
|
2023
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $5K | Sell |
125
-77,345
| -100% | -$3.09M | ﹤0.01% | 539 |
|
|
2022
Q3 | $3.37M | Buy |
77,470
+2,125
| +3% | +$92.5K | 0.1% | 211 |
|
|
2022
Q2 | $3.57M | Sell |
75,345
-198,630
| -72% | -$9.42M | 0.11% | 206 |
|
|
2022
Q1 | $15.5M | Sell |
273,975
-14,865
| -5% | -$843K | 0.42% | 72 |
|
|
2021
Q4 | $16.9M | Buy |
288,840
+25,985
| +10% | +$1.52M | 0.4% | 73 |
|
|
2021
Q3 | $15.4M | Buy |
262,855
+227,350
| +640% | +$13.3M | 0.4% | 69 |
|
|
2021
Q2 | $1.97M | Buy |
35,505
+5,010
| +16% | +$278K | 0.05% | 299 |
|
|
2021
Q1 | $1.78M | Buy |
30,495
+3,320
| +12% | +$194K | 0.05% | 309 |
|
|
2020
Q4 | $1.3M | Sell |
27,175
-9,030
| -25% | -$433K | 0.04% | 338 |
|
|
2020
Q3 | $1.38M | Sell |
36,205
-30,700
| -46% | -$1.17M | 0.04% | 322 |
|
|
2020
Q2 | $2.51M | Sell |
66,905
-96,600
| -59% | -$3.63M | 0.08% | 252 |
|
|
2020
Q1 | $5.04M | Sell |
163,505
-86,525
| -35% | -$2.67M | 0.19% | 152 |
|
|
2019
Q4 | $14.1M | Buy |
+250,030
| New | +$14.1M | 0.4% | 65 |
|