Westhampton 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 | $556K | Hold |
12,925
| – | – | 0.29% | 83 |
|
|
2025
Q1 | $532K | Sell |
12,925
-1,000
| -7% | -$41.2K | 0.29% | 83 |
|
|
2024
Q4 | $604K | Sell |
13,925
-2,095
| -13% | -$90.9K | 0.31% | 81 |
|
|
2024
Q3 | $685K | Buy |
16,020
+4,150
| +35% | +$177K | 0.35% | 76 |
|
|
2024
Q2 | $461K | Hold |
11,870
| – | – | 0.25% | 86 |
|
|
2024
Q1 | $463K | Sell |
11,870
-100
| -0.8% | -$3.9K | 0.25% | 88 |
|
|
2023
Q4 | $442K | Sell |
11,970
-310
| -3% | -$11.4K | 0.26% | 87 |
|
|
2023
Q3 | $351K | Buy |
12,280
+150
| +1% | +$4.29K | 0.23% | 93 |
|
|
2023
Q2 | $368K | Sell |
12,130
-1,742
| -13% | -$52.9K | 0.24% | 87 |
|
|
2023
Q1 | $473K | Hold |
13,872
| – | – | 0.3% | 88 |
|
|
2022
Q4 | $597K | Sell |
13,872
-1,000
| -7% | -$43K | 0.4% | 76 |
|
|
2022
Q3 | $648K | Hold |
14,872
| – | – | 0.49% | 62 |
|
|
2022
Q2 | $705K | Buy |
14,872
+1,920
| +15% | +$91K | 0.5% | 63 |
|
|
2022
Q1 | $734K | Hold |
12,952
| – | – | 0.47% | 62 |
|
|
2021
Q4 | $758K | Sell |
12,952
-37
| -0.3% | -$2.17K | 0.46% | 67 |
|
|
2021
Q3 | $762K | Sell |
12,989
-1,000
| -7% | -$58.7K | 0.52% | 60 |
|
|
2021
Q2 | $776K | Hold |
13,989
| – | – | 0.5% | 61 |
|
|
2021
Q1 | $816K | Hold |
13,989
| – | – | 0.56% | 56 |
|
|
2020
Q4 | $670K | Buy |
13,989
+2,350
| +20% | +$113K | 0.5% | 57 |
|
|
2020
Q3 | $443K | Sell |
11,639
-492
| -4% | -$18.7K | 0.36% | 75 |
|
|
2020
Q2 | $456K | Sell |
12,131
-75
| -0.6% | -$2.82K | 0.4% | 68 |
|
|
2020
Q1 | $376K | Sell |
12,206
-900
| -7% | -$27.7K | 0.39% | 67 |
|
|
2019
Q4 | $738K | Buy |
13,106
+2,769
| +27% | +$156K | 0.6% | 51 |
|
|
2019
Q3 | $552K | Buy |
10,337
+350
| +4% | +$18.7K | 0.46% | 58 |
|
|
2019
Q2 | $491K | Buy |
+9,987
| New | +$491K | 0.41% | 67 |
|