Tradewinds LLC’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 | – | Sell |
-41,053
| Closed | -$1.69M | – | 230 |
|
|
2025
Q1 | $1.69M | Sell |
41,053
-471
| -1% | -$19.4K | 0.48% | 47 |
|
|
2024
Q4 | $1.96M | Sell |
41,524
-2,989
| -7% | -$141K | 0.55% | 39 |
|
|
2024
Q3 | $1.9M | Buy |
44,513
+222
| +0.5% | +$9.5K | 0.59% | 43 |
|
|
2024
Q2 | $1.72M | Buy |
44,291
+32,688
| +282% | +$1.27M | 0.53% | 47 |
|
|
2024
Q1 | $452K | Buy |
+11,603
| New | +$452K | 0.22% | 40 |
|
|
2023
Q3 | $342K | Buy |
11,957
+8
| +0.1% | +$229 | 0.2% | 81 |
|
|
2023
Q2 | $363K | Sell |
11,949
-313
| -3% | -$9.5K | 0.21% | 72 |
|
|
2023
Q1 | $418K | Buy |
+12,262
| New | +$418K | 0.25% | 72 |
|
|
2022
Q4 | – | Sell |
-12,395
| Closed | -$540K | – | 196 |
|
|
2022
Q3 | $540K | Buy |
12,395
+149
| +1% | +$6.49K | 0.39% | 50 |
|
|
2022
Q2 | $581K | Buy |
+12,246
| New | +$581K | 0.4% | 49 |
|
|
2021
Q4 | $436K | Buy |
+11,800
| New | +$436K | 0.51% | 28 |
|