AHL Investment 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
$1.79M Sell
41,609
-2,135
-5% -$91.8K 1.19% 35
2025
Q1
$1.8M Sell
43,744
-150
-0.3% -$6.17K 1.24% 32
2024
Q4
$1.9M Sell
43,894
-918
-2% -$39.8K 1.33% 30
2024
Q3
$1.92M Sell
44,812
-1,500
-3% -$64.2K 1.32% 30
2024
Q2
$1.8M Sell
46,312
-16,647
-26% -$647K 1.32% 28
2024
Q1
$2.45M Sell
62,959
-1,370
-2% -$53.4K 1.88% 20
2023
Q4
$2.38M Sell
64,329
-190
-0.3% -$7.02K 1.94% 19
2023
Q3
$1.85M Buy
64,519
+4,350
+7% +$124K 1.64% 25
2023
Q2
$1.83M Sell
60,169
-200
-0.3% -$6.07K 1.62% 26
2023
Q1
$2.06M Buy
60,369
+2,015
+3% +$68.7K 1.9% 20
2022
Q4
$2.51M Buy
58,354
+1,038
+2% +$44.7K 2.33% 17
2022
Q3
$2.5M Sell
57,316
-10
-0% -$435 2.57% 14
2022
Q2
$2.72M Buy
57,326
+2
+0% +$95 2.74% 13
2022
Q1
$3.25M Sell
57,324
-865
-1% -$49K 2.98% 11
2021
Q4
$3.41M Buy
+58,189
New +$3.41M 3.11% 10