Winthrop 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 | $39K | Hold |
914
| – | – | 0.01% | 189 |
|
2025
Q1 | $38K | Hold |
914
| – | – | 0.01% | 167 |
|
2024
Q4 | $40K | Hold |
914
| – | – | 0.01% | 176 |
|
2024
Q3 | $39K | Sell |
914
-105
| -10% | -$4.48K | 0.02% | 91 |
|
2024
Q2 | $40K | Sell |
1,019
-7,417
| -88% | -$291K | 0.02% | 84 |
|
2024
Q1 | $329K | Sell |
8,436
-1,257
| -13% | -$49K | 0.15% | 54 |
|
2023
Q4 | $358K | Buy |
+9,693
| New | +$358K | 0.12% | 103 |
|