Bleakley Financial Group’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
$1.94M Buy
45,192
+6,834
+18% +$294K 0.05% 272
2025
Q1
$1.58M Buy
38,358
+624
+2% +$25.7K 0.05% 274
2024
Q4
$1.64M Buy
37,734
+988
+3% +$42.9K 0.05% 294
2024
Q3
$1.57M Buy
36,746
+2,019
+6% +$86.4K 0.05% 298
2024
Q2
$1.35M Buy
34,727
+825
+2% +$32.1K 0.04% 350
2024
Q1
$1.32M Buy
33,902
+4,012
+13% +$156K 0.04% 377
2023
Q4
$1.1M Buy
29,890
+1,731
+6% +$63.9K 0.04% 378
2023
Q3
$806K Sell
28,159
-4,617
-14% -$132K 0.03% 420
2023
Q2
$995K Buy
32,776
+3,510
+12% +$107K 0.03% 405
2023
Q1
$998K Sell
29,266
-4,274
-13% -$146K 0.03% 385
2022
Q4
$1.44M Buy
+33,540
New +$1.44M 0.05% 320