STALEY CAPITAL ADVISERS’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 | $860K | Hold |
20,000
| – | – | 0.04% | 120 |
|
|
2025
Q1 | $823K | Sell |
20,000
-1,500
| -7% | -$61.7K | 0.04% | 118 |
|
|
2024
Q4 | $933K | Hold |
21,500
| – | – | 0.04% | 115 |
|
|
2024
Q3 | $920K | Hold |
21,500
| – | – | 0.04% | 112 |
|
|
2024
Q2 | $835K | Hold |
21,500
| – | – | 0.04% | 113 |
|
|
2024
Q1 | $838K | Hold |
21,500
| – | – | 0.04% | 116 |
|
|
2023
Q4 | $794K | Sell |
21,500
-9
| -0% | -$332 | 0.04% | 116 |
|
|
2023
Q3 | $615K | Buy |
21,509
+3,009
| +16% | +$86.1K | 0.03% | 121 |
|
|
2023
Q2 | $561K | Hold |
18,500
| – | – | 0.03% | 124 |
|
|
2023
Q1 | $631K | Buy |
+18,500
| New | +$631K | 0.04% | 116 |
|
|
2017
Q1 | – | Sell |
-5,000
| Closed | -$235K | – | 147 |
|
|
2016
Q4 | $235K | Buy |
+5,000
| New | +$235K | 0.02% | 116 |
|
|
2015
Q3 | – | Sell |
-5,000
| Closed | -$202K | – | 133 |
|
|
2015
Q2 | $202K | Buy |
+5,000
| New | +$202K | 0.02% | 126 |
|
|
2014
Q2 | – | Sell |
-5,000
| Closed | -$201K | – | 133 |
|
|
2014
Q1 | $201K | Buy |
+5,000
| New | +$201K | 0.03% | 124 |
|