Tortoise Investment Management’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
Q4 | – | Sell |
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|
2025
Q3 | $2.97K | Sell |
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|
2025
Q2 | $2.84K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.82K | Sell |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $78K | Hold |
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|
2014
Q3 | $74K | Hold |
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|
2014
Q2 | $79K | Hold |
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|
2014
Q1 | $80K | Hold |
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|
2013
Q4 | $75K | Hold |
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|
2013
Q3 | $68K | Hold |
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|
2013
Q2 | $68K | Buy |
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