Wellington Shields Capital 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
Q3 | $4.64M | Sell |
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|
2025
Q2 | $4.39M | Buy |
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|
2025
Q1 | $4.03M | Buy |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $3.04M | Buy |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $2.95M | Buy |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $68.1K | Buy |
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|
2022
Q4 | $37.7K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $584K | Buy |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $423K | Hold |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $821K | Buy |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $387K | Hold |
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|
2019
Q2 | $356K | Sell |
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|
2019
Q1 | $348K | Buy |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $328K | Sell |
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|
2018
Q2 | $441K | Buy |
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|
2018
Q1 | $351K | Hold |
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|
2017
Q4 | $336K | Hold |
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|
2017
Q3 | $317K | Hold |
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|
2017
Q2 | $307K | Hold |
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|
2017
Q1 | $302K | Hold |
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|
2016
Q4 | $317K | Hold |
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|
2016
Q3 | $255K | Hold |
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|
2016
Q2 | $240K | Hold |
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|
2016
Q1 | $225K | Hold |
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|
2015
Q4 | $255K | Hold |
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|
2015
Q3 | $240K | Sell |
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|
2015
Q2 | $373K | Buy |
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|
2015
Q1 | $263K | Hold |
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|
2014
Q4 | $263K | Hold |
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|
2014
Q3 | $251K | Hold |
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|
2014
Q2 | $266K | Hold |
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|
2014
Q1 | $271K | Hold |
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|
2013
Q4 | $252K | Hold |
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|
2013
Q3 | $228K | Hold |
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|
2013
Q2 | $229K | Buy |
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