Stonegate Investment Group’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 | $298K | Sell |
6,936
-2,474
| -26% | -$106K | 0.01% | 300 |
|
|
2025
Q1 | $387K | Buy |
9,410
+3,133
| +50% | +$129K | 0.01% | 245 |
|
|
2024
Q4 | $272K | Buy |
6,277
+1,473
| +31% | +$63.9K | 0.01% | 278 |
|
|
2024
Q3 | $205K | Sell |
4,804
-588
| -11% | -$25.2K | 0.01% | 337 |
|
|
2024
Q2 | $209K | Sell |
5,392
-801
| -13% | -$31.1K | 0.01% | 326 |
|
|
2024
Q1 | $241K | Sell |
6,193
-1,122
| -15% | -$43.7K | 0.01% | 284 |
|
|
2023
Q4 | $270K | Buy |
+7,315
| New | +$270K | 0.01% | 258 |
|
|
2023
Q3 | – | Sell |
-76,054
| Closed | -$2.31M | – | 341 |
|
|
2023
Q2 | $2.31M | Sell |
76,054
-49,362
| -39% | -$1.5M | 0.08% | 104 |
|
|
2023
Q1 | $4.28M | Sell |
125,416
-1,108
| -0.9% | -$37.8K | 0.16% | 68 |
|
|
2022
Q4 | $5.44M | Sell |
126,524
-13,578
| -10% | -$584K | 0.24% | 62 |
|
|
2022
Q3 | $6.1M | Sell |
140,102
-1,224
| -0.9% | -$53.3K | 0.28% | 60 |
|
|
2022
Q2 | $6.7M | Sell |
141,326
-551
| -0.4% | -$26.1K | 0.29% | 58 |
|
|
2022
Q1 | $8.04M | Buy |
141,877
+170
| +0.1% | +$9.64K | 0.26% | 49 |
|
|
2021
Q4 | $8.3M | Buy |
+141,707
| New | +$8.3M | 0.35% | 52 |
|