Stone House Investment Management’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 | $11.1K | Sell |
258
-159
| -38% | -$6.84K | ﹤0.01% | 257 |
|
|
2025
Q1 | $17.2K | Buy |
+417
| New | +$17.2K | ﹤0.01% | 221 |
|
|
2024
Q4 | – | Sell |
-212
| Closed | -$9.07K | – | 314 |
|
|
2024
Q3 | $9.07K | Hold |
212
| – | – | ﹤0.01% | 228 |
|
|
2024
Q2 | $8.24K | Sell |
212
-99
| -32% | -$3.85K | ﹤0.01% | 238 |
|
|
2024
Q1 | $12.1K | Buy |
+311
| New | +$12.1K | ﹤0.01% | 219 |
|