Webster 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 | $8.6K | Hold |
200
| – | – | ﹤0.01% | 495 |
|
2025
Q1 | $8.23K | Sell |
200
-142
| -42% | -$5.84K | ﹤0.01% | 492 |
|
2024
Q4 | $14.8K | Hold |
342
| – | – | ﹤0.01% | 457 |
|
2024
Q3 | $14.6K | Hold |
342
| – | – | ﹤0.01% | 457 |
|
2024
Q2 | $13.3K | Sell |
342
-19
| -5% | -$738 | ﹤0.01% | 464 |
|
2024
Q1 | $14.1K | Sell |
361
-32
| -8% | -$1.25K | ﹤0.01% | 450 |
|
2023
Q4 | $14.5K | Sell |
393
-165
| -30% | -$6.09K | ﹤0.01% | 460 |
|
2023
Q3 | $16K | Hold |
558
| – | – | ﹤0.01% | 425 |
|
2023
Q2 | $16.9K | Sell |
558
-103
| -16% | -$3.13K | ﹤0.01% | 418 |
|
2023
Q1 | $22.5K | Buy |
661
+22
| +3% | +$750 | ﹤0.01% | 407 |
|
2022
Q4 | $27K | Hold |
639
| – | – | ﹤0.01% | 389 |
|
2022
Q3 | $28K | Buy |
639
+300
| +88% | +$13.1K | ﹤0.01% | 378 |
|
2022
Q2 | $16K | Hold |
339
| – | – | ﹤0.01% | 425 |
|
2022
Q1 | $19K | Hold |
339
| – | – | ﹤0.01% | 430 |
|
2021
Q4 | $20K | Sell |
339
-26
| -7% | -$1.53K | ﹤0.01% | 437 |
|
2021
Q3 | $21K | Buy |
365
+26
| +8% | +$1.5K | ﹤0.01% | 420 |
|
2021
Q2 | $19K | Sell |
339
-26,126
| -99% | -$1.46M | ﹤0.01% | 418 |
|
2021
Q1 | $1.54M | Hold |
26,465
| – | – | 0.18% | 95 |
|
2020
Q4 | $1.27M | Buy |
26,465
+25,966
| +5,204% | +$1.24M | 0.15% | 107 |
|
2020
Q3 | $19K | Sell |
499
-800
| -62% | -$30.5K | ﹤0.01% | 375 |
|
2020
Q2 | $49K | Hold |
1,299
| – | – | 0.01% | 294 |
|
2020
Q1 | $40K | Buy |
+1,299
| New | +$40K | 0.01% | 299 |
|
2019
Q4 | – | Sell |
-1,499
| Closed | -$80K | – | 539 |
|
2019
Q3 | $80K | Buy |
1,499
+40
| +3% | +$2.14K | 0.01% | 267 |
|
2019
Q2 | $72K | Hold |
1,459
| – | – | 0.01% | 275 |
|
2019
Q1 | $68K | Buy |
1,459
+24
| +2% | +$1.12K | 0.01% | 274 |
|
2018
Q4 | $62K | Sell |
1,435
-599
| -29% | -$25.9K | 0.01% | 271 |
|
2018
Q3 | $99K | Hold |
2,034
| – | – | 0.01% | 257 |
|
2018
Q2 | $103K | Hold |
2,034
| – | – | 0.01% | 250 |
|
2018
Q1 | $106K | Buy |
2,034
+45
| +2% | +$2.35K | 0.02% | 257 |
|
2017
Q4 | $99K | Buy |
1,989
+225
| +13% | +$11.2K | 0.01% | 275 |
|
2017
Q3 | $83K | Hold |
1,764
| – | – | 0.01% | 293 |
|
2017
Q2 | $80K | Hold |
1,764
| – | – | 0.01% | 310 |
|
2017
Q1 | $79K | Buy |
1,764
+1,000
| +131% | +$44.8K | 0.01% | 316 |
|
2016
Q4 | $36K | Buy |
+764
| New | +$36K | 0.01% | 377 |
|