Whitener Capital Management’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 | $5.2M | Buy |
120,934
+226
| +0.2% | +$9.72K | 1.38% | 17 |
|
|
2025
Q1 | $4.97M | Sell |
120,708
-2,672
| -2% | -$110K | 1.41% | 18 |
|
|
2024
Q4 | $5.35M | Sell |
123,380
-16,576
| -12% | -$719K | 1.5% | 16 |
|
|
2024
Q3 | $5.99M | Sell |
139,956
-5,729
| -4% | -$245K | 1.7% | 15 |
|
|
2024
Q2 | $5.66M | Sell |
145,685
-4,225
| -3% | -$164K | 1.71% | 15 |
|
|
2024
Q1 | $5.84M | Buy |
149,910
+1,287
| +0.9% | +$50.2K | 1.91% | 13 |
|
|
2023
Q4 | $5.49M | Buy |
148,623
+9,846
| +7% | +$364K | 1.99% | 12 |
|
|
2023
Q3 | $3.97M | Buy |
138,777
+12,994
| +10% | +$372K | 1.59% | 19 |
|
|
2023
Q2 | $3.82M | Buy |
125,783
+40,968
| +48% | +$1.24M | 1.46% | 20 |
|
|
2023
Q1 | $2.89M | Sell |
84,815
-393
| -0.5% | -$13.4K | 1.21% | 22 |
|
|
2022
Q4 | $3.67M | Buy |
85,208
+4,335
| +5% | +$187K | 1.6% | 20 |
|
|
2022
Q3 | $3.52M | Buy |
80,873
+11,918
| +17% | +$519K | 1.66% | 19 |
|
|
2022
Q2 | $3.27M | Buy |
68,955
+16,155
| +31% | +$766K | 1.47% | 20 |
|
|
2022
Q1 | $2.99M | Buy |
52,800
+4,271
| +9% | +$242K | 1.12% | 22 |
|
|
2021
Q4 | $2.84M | Buy |
48,529
+10,243
| +27% | +$600K | 1.02% | 26 |
|
|
2021
Q3 | $1.84M | Sell |
38,286
-5,123
| -12% | -$246K | 0.84% | 29 |
|
|
2021
Q2 | $2.41M | Buy |
43,409
+4,048
| +10% | +$225K | 0.96% | 26 |
|
|
2021
Q1 | $2.3M | Buy |
39,361
+1,075
| +3% | +$62.7K | 0.99% | 25 |
|
|
2020
Q4 | $1.84M | Sell |
38,286
-2,580
| -6% | -$124K | 0.84% | 29 |
|
|
2020
Q3 | $1.55M | Sell |
40,866
-1,368
| -3% | -$52K | 0.75% | 37 |
|
|
2020
Q2 | $1.59M | Sell |
42,234
-760
| -2% | -$28.5K | 0.82% | 34 |
|
|
2020
Q1 | $1.33M | Buy |
42,994
+4,003
| +10% | +$123K | 0.86% | 35 |
|
|
2019
Q4 | $2.2M | Buy |
38,991
+1,196
| +3% | +$67.3K | 1.14% | 20 |
|
|
2019
Q3 | $2.02M | Sell |
37,795
-794
| -2% | -$42.4K | 1.11% | 20 |
|
|
2019
Q2 | $1.9M | Buy |
38,589
+6,829
| +22% | +$335K | 1.08% | 20 |
|
|
2019
Q1 | $1.48M | Sell |
31,760
-5,639
| -15% | -$262K | 0.97% | 22 |
|
|
2018
Q4 | $1.62M | Buy |
37,399
+4,739
| +15% | +$205K | 1.19% | 18 |
|
|
2018
Q3 | $1.59M | Sell |
32,660
-696
| -2% | -$33.8K | 1.04% | 19 |
|
|
2018
Q2 | $1.68M | Sell |
33,356
-275
| -0.8% | -$13.9K | 1.32% | 18 |
|
|
2018
Q1 | $1.75M | Buy |
33,631
+9,462
| +39% | +$492K | 1.34% | 17 |
|
|
2017
Q4 | $1.2M | Buy |
+24,169
| New | +$1.2M | 1.03% | 22 |
|