Stonegate Investment Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
2025
Q1
$387K Buy
2024
Q4
$272K Buy
2024
Q3
$205K Sell
2024
Q2
$209K Sell
2024
Q1
$241K Sell
2023
Q4
$270K Buy
2023
Q3
Sell
2023
Q2
$2.31M Sell
2023
Q1
$4.28M Sell
2022
Q4
$5.44M Sell
2022
Q3
$6.1M Sell
2022
Q2
$6.7M Sell
2022
Q1
$8.04M Buy
2021
Q4
$8.3M Buy