West Family Investments’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 | $282K | Buy |
6,569
+1,313
| +25% | +$56.4K | 0.07% | 267 |
|
|
2025
Q1 | $216K | Hold |
5,256
| – | – | 0.08% | 228 |
|
|
2024
Q4 | $228K | Sell |
5,256
-46
| -0.9% | -$2K | 0.08% | 246 |
|
|
2024
Q3 | $227K | Buy |
5,302
+89
| +2% | +$3.81K | 0.08% | 253 |
|
|
2024
Q2 | $203K | Hold |
5,213
| – | – | 0.06% | 237 |
|
|
2024
Q1 | $203K | Buy |
+5,213
| New | +$203K | 0.06% | 245 |
|
|
2022
Q2 | – | Sell |
-5,495
| Closed | -$312K | – | 305 |
|
|
2022
Q1 | $312K | Buy |
5,495
+1,390
| +34% | +$78.9K | 0.09% | 186 |
|
|
2021
Q4 | $240K | Sell |
4,105
-67
| -2% | -$3.92K | 0.07% | 253 |
|
|
2021
Q3 | $245K | Sell |
4,172
-204
| -5% | -$12K | 0.06% | 253 |
|
|
2021
Q2 | $243K | Buy |
+4,376
| New | +$243K | 0.07% | 275 |
|