Applied Finance Capital Management’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$935K	Sell	20,342 -331	-2%	-$16.4K	0.07%	111
2025 Q4	$1.02M	Sell	20,673 -33	-0.2%	-$1.52K	0.07%	100
2025 Q3	$947K	Sell	20,706 -950	-4%	-$42.8K	0.07%	112
2025 Q2	$931K	Buy	21,656 +1,018	+5%	+$39.8K	0.06%	128
2025 Q1	$849K	Sell	20,638 -550	-3%	-$24.5K	0.06%	133
2024 Q4	$919K	Buy	21,188 +943	+5%	+$42.1K	0.04%	124
2024 Q3	$866K	Buy	20,245 +7,678	+61%	+$324K	0.04%	133
2024 Q2	$488K	Buy	12,567 +2,359	+23%	+$89.1K	0.02%	194
2024 Q1	$398K	Buy	10,208 +1,206	+13%	+$44.1K	0.03%	55
2023 Q4	$332K	Sell	9,002 -365	-4%	-$11.5K	0.03%	57
2023 Q3	$268K	Buy	9,367 +1,570	+20%	+$48.3K	0.03%	73
2023 Q2	$237K	Buy	+7,797	New	+$242K	0.03%	73