X-Square 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 | $629K | Buy |
14,632
+733
| +5% | +$31.5K | 0.23% | 103 |
|
|
2025
Q1 | $572K | Buy |
13,899
+1,929
| +16% | +$79.4K | 0.25% | 96 |
|
|
2024
Q4 | $519K | Sell |
11,970
-931
| -7% | -$40.4K | 0.21% | 106 |
|
|
2024
Q3 | $552K | Sell |
12,901
-33
| -0.3% | -$1.41K | 0.24% | 96 |
|
|
2024
Q2 | $502K | Sell |
12,934
-55
| -0.4% | -$2.14K | 0.23% | 103 |
|
|
2024
Q1 | $497K | Sell |
12,989
-16,035
| -55% | -$614K | 0.24% | 105 |
|
|
2023
Q4 | $1.07M | Sell |
29,024
-7,063
| -20% | -$261K | 0.59% | 55 |
|
|
2023
Q3 | $1.1M | Hold |
36,087
| – | – | 0.74% | 49 |
|
|
2023
Q2 | $1.1M | Sell |
36,087
-2,011
| -5% | -$61K | 0.74% | 49 |
|
|
2023
Q1 | $1.3M | Sell |
38,098
-629
| -2% | -$21.4K | 0.77% | 49 |
|
|
2022
Q4 | $1.67M | Buy |
38,727
+503
| +1% | +$21.6K | 0.95% | 37 |
|
|
2022
Q3 | $1.66M | Buy |
38,224
+407
| +1% | +$17.7K | 1.06% | 35 |
|
|
2022
Q2 | $1.79M | Buy |
37,817
+934
| +3% | +$44.3K | 1.08% | 31 |
|
|
2022
Q1 | $2.09M | Buy |
36,883
+692
| +2% | +$39.2K | 1.09% | 29 |
|
|
2021
Q4 | $2.12M | Sell |
36,191
-294
| -0.8% | -$17.2K | 1.06% | 34 |
|
|
2021
Q3 | $2.15M | Buy |
36,485
+3,960
| +12% | +$233K | 1.11% | 30 |
|
|
2021
Q2 | $1.8M | Buy |
32,525
+7,223
| +29% | +$400K | 0.85% | 44 |
|
|
2021
Q1 | $1.48M | Buy |
25,302
+17,302
| +216% | +$1.01M | 0.68% | 39 |
|
|
2020
Q4 | $383K | Buy |
+8,000
| New | +$383K | 0.21% | 86 |
|