Union Savings Bank’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 | $84.3K | Buy |
1,929
+500
| +35% | +$21.9K | 0.04% | 191 |
|
|
2025
Q1 | $58.8K | Hold |
1,429
| – | – | 0.03% | 212 |
|
|
2024
Q4 | $62K | Buy |
1,429
+724
| +103% | +$31.4K | 0.03% | 206 |
|
|
2024
Q3 | $30.2K | Hold |
705
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $27.4K | Hold |
705
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $27.5K | Buy |
705
+150
| +27% | +$5.85K | 0.01% | 241 |
|
|
2023
Q4 | $20.5K | Sell |
555
-525
| -49% | -$19.4K | 0.01% | 258 |
|
|
2023
Q3 | $30.9K | Hold |
1,080
| – | – | 0.02% | 235 |
|
|
2023
Q2 | $35.9K | Buy |
+1,080
| New | +$35.9K | 0.02% | 226 |
|