Apexium Financial’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 | $259K | Buy |
6,018
+587
| +11% | +$25.2K | 0.01% | 242 |
|
|
2025
Q1 | $223K | Buy |
5,431
+29
| +0.5% | +$1.19K | 0.01% | 253 |
|
|
2024
Q4 | $234K | Buy |
5,402
+460
| +9% | +$20K | 0.01% | 235 |
|
|
2024
Q3 | $211K | Sell |
4,942
-268
| -5% | -$11.5K | 0.01% | 224 |
|
|
2024
Q2 | $202K | Buy |
+5,210
| New | +$202K | 0.01% | 217 |
|