Sowell Financial Services’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 | $424K | Buy |
9,869
+166
| +2% | +$7.14K | 0.02% | 662 |
|
|
2025
Q1 | $399K | Sell |
9,703
-1,400
| -13% | -$57.6K | 0.02% | 653 |
|
|
2024
Q4 | $482K | Sell |
11,103
-359
| -3% | -$15.6K | 0.03% | 416 |
|
|
2024
Q3 | $490K | Sell |
11,462
-945
| -8% | -$40.4K | 0.02% | 443 |
|
|
2024
Q2 | $482K | Buy |
+12,407
| New | +$482K | 0.02% | 441 |
|
|
2023
Q3 | – | Sell |
-15,738
| Closed | -$478K | – | 595 |
|
|
2023
Q2 | $478K | Buy |
+15,738
| New | +$478K | 0.03% | 460 |
|
|
2023
Q1 | – | Sell |
-18,483
| Closed | -$795K | – | 835 |
|
|
2022
Q4 | $795K | Buy |
+18,483
| New | +$795K | 0.05% | 351 |
|
|
2021
Q2 | – | Sell |
-9,797
| Closed | -$598K | – | 2491 |
|
|
2021
Q1 | $598K | Buy |
9,797
+3,091
| +46% | +$189K | 0.02% | 582 |
|
|
2020
Q4 | $321K | Sell |
6,706
-380
| -5% | -$18.2K | 0.01% | 671 |
|
|
2020
Q3 | $270K | Sell |
7,086
-17,970
| -72% | -$685K | 0.01% | 647 |
|
|
2020
Q2 | $941K | Buy |
25,056
+13,100
| +110% | +$492K | 0.05% | 287 |
|
|
2020
Q1 | $369K | Buy |
11,956
+2,110
| +21% | +$65.1K | 0.03% | 492 |
|
|
2019
Q4 | $555K | Buy |
9,846
+8,600
| +690% | +$485K | 0.04% | 422 |
|
|
2019
Q3 | $66K | Buy |
+1,246
| New | +$66K | 0.01% | 927 |
|
|
2017
Q1 | – | Sell |
-447
| Closed | -$22K | – | 541 |
|
|
2016
Q4 | $22K | Buy |
+447
| New | +$22K | 0.01% | 415 |
|