Tortoise 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 | $2.84K | Buy |
+66
| New | +$2.84K | ﹤0.01% | 726 |
|
|
2023
Q1 | – | Sell |
-112
| Closed | -$4.82K | – | 790 |
|
|
2022
Q4 | $4.82K | Sell |
112
-40
| -26% | -$1.72K | ﹤0.01% | 611 |
|
|
2022
Q3 | $7K | Sell |
152
-7
| -4% | -$322 | ﹤0.01% | 575 |
|
|
2022
Q2 | $8K | Buy |
+159
| New | +$8K | ﹤0.01% | 546 |
|
|
2020
Q1 | – | Sell |
-76
| Closed | -$4K | – | 600 |
|
|
2019
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 497 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$78K | – | 469 |
|
|
2014
Q4 | $78K | Hold |
2,000
| – | – | 0.03% | 179 |
|
|
2014
Q3 | $74K | Hold |
2,000
| – | – | 0.03% | 177 |
|
|
2014
Q2 | $79K | Hold |
2,000
| – | – | 0.03% | 175 |
|
|
2014
Q1 | $80K | Hold |
2,000
| – | – | 0.04% | 156 |
|
|
2013
Q4 | $75K | Hold |
2,000
| – | – | 0.04% | 155 |
|
|
2013
Q3 | $68K | Hold |
2,000
| – | – | 0.04% | 131 |
|
|
2013
Q2 | $68K | Buy |
+2,000
| New | +$68K | 0.04% | 125 |
|