Successful Portfolios’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 | $443K | Sell |
10,294
-67
| -0.6% | -$2.88K | 0.27% | 75 |
|
|
2025
Q1 | $426K | Buy |
10,361
+7
| +0.1% | +$288 | 0.29% | 77 |
|
|
2024
Q4 | $449K | Buy |
10,354
+6
| +0.1% | +$260 | 0.3% | 69 |
|
|
2024
Q3 | $443K | Buy |
10,348
+7
| +0.1% | +$299 | 0.3% | 73 |
|
|
2024
Q2 | $402K | Buy |
10,341
+7
| +0.1% | +$272 | 0.28% | 75 |
|
|
2024
Q1 | $403K | Buy |
10,334
+5
| +0% | +$195 | 0.27% | 83 |
|
|
2023
Q4 | $381K | Buy |
10,329
+7
| +0.1% | +$258 | 0.29% | 82 |
|
|
2023
Q3 | $295K | Buy |
10,322
+518
| +5% | +$14.8K | 0.26% | 93 |
|
|
2023
Q2 | $298K | Sell |
9,804
-2,476
| -20% | -$75.1K | 0.26% | 86 |
|
|
2023
Q1 | $419K | Sell |
12,280
-100
| -0.8% | -$3.41K | 0.26% | 96 |
|
|
2022
Q4 | $533K | Hold |
12,380
| – | – | 0.35% | 70 |
|
|
2022
Q3 | $539K | Hold |
12,380
| – | – | 0.39% | 65 |
|
|
2022
Q2 | $587K | Hold |
12,380
| – | – | 0.4% | 62 |
|
|
2022
Q1 | $702K | Hold |
12,380
| – | – | 0.4% | 58 |
|
|
2021
Q4 | $725K | Buy |
12,380
+145
| +1% | +$8.49K | 0.39% | 60 |
|
|
2021
Q3 | $718K | Buy |
12,235
+5,164
| +73% | +$303K | 0.43% | 58 |
|
|
2021
Q2 | $392K | Sell |
7,071
-25
| -0.4% | -$1.39K | 0.24% | 113 |
|
|
2021
Q1 | $414K | Buy |
7,096
+38
| +0.5% | +$2.22K | 0.27% | 100 |
|
|
2020
Q4 | $338K | Sell |
7,058
-342
| -5% | -$16.4K | 0.24% | 107 |
|
|
2020
Q3 | $282K | Buy |
7,400
+50
| +0.7% | +$1.91K | 0.23% | 123 |
|
|
2020
Q2 | $276K | Hold |
7,350
| – | – | 0.24% | 117 |
|
|
2020
Q1 | $227K | Hold |
7,350
| – | – | 0.23% | 117 |
|
|
2019
Q4 | $414K | Buy |
+7,350
| New | +$414K | 0.37% | 75 |
|