Waterloo Capital’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 | $677K | Buy |
15,743
+2,346
| +18% | +$101K | 0.05% | 229 |
|
|
2025
Q1 | $551K | Buy |
13,397
+2,277
| +20% | +$93.7K | 0.05% | 233 |
|
|
2024
Q4 | $482K | Sell |
11,120
-1,009
| -8% | -$43.8K | 0.05% | 233 |
|
|
2024
Q3 | $519K | Sell |
12,129
-2,283
| -16% | -$97.6K | 0.06% | 228 |
|
|
2024
Q2 | $560K | Buy |
14,412
+1,225
| +9% | +$47.6K | 0.07% | 207 |
|
|
2024
Q1 | $514K | Buy |
13,187
+5,668
| +75% | +$221K | 0.07% | 220 |
|
|
2023
Q4 | $278K | Buy |
+7,519
| New | +$278K | 0.04% | 308 |
|