BIP Wealth’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 | $862K | Sell |
20,040
-420
| -2% | -$18.1K | 0.05% | 111 |
|
|
2025
Q1 | $842K | Sell |
20,460
-65
| -0.3% | -$2.68K | 0.05% | 111 |
|
|
2024
Q4 | $890K | Buy |
20,525
+12,052
| +142% | +$523K | 0.06% | 108 |
|
|
2024
Q3 | $362K | Hold |
8,473
| – | – | 0.02% | 162 |
|
|
2024
Q2 | $329K | Hold |
8,473
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $330K | Sell |
8,473
-50
| -0.6% | -$1.95K | 0.02% | 150 |
|
|
2023
Q4 | $315K | Sell |
8,523
-614
| -7% | -$22.7K | 0.02% | 149 |
|
|
2023
Q3 | $261K | Sell |
9,137
-362
| -4% | -$10.4K | 0.02% | 150 |
|
|
2023
Q2 | $288K | Sell |
9,499
-1,598
| -14% | -$48.5K | 0.02% | 145 |
|
|
2023
Q1 | $378K | Buy |
+11,097
| New | +$378K | 0.04% | 129 |
|