AlTi Global’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 | – | Sell |
-15,604
| Closed | -$642K | – | 440 |
|
|
2025
Q1 | $642K | Sell |
15,604
-168
| -1% | -$6.91K | 0.02% | 252 |
|
|
2024
Q4 | $751K | Buy |
15,772
+11
| +0.1% | +$524 | 0.02% | 244 |
|
|
2024
Q3 | $674K | Sell |
15,761
-1,442
| -8% | -$61.7K | 0.02% | 244 |
|
|
2024
Q2 | $668K | Sell |
17,203
-2,640
| -13% | -$103K | 0.02% | 236 |
|
|
2024
Q1 | $774K | Buy |
19,843
+1,607
| +9% | +$62.6K | 0.02% | 217 |
|
|
2023
Q4 | $673K | Buy |
+18,236
| New | +$673K | 0.02% | 216 |
|