Bridges Investment Management’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 | $1.06M | Buy |
24,711
+30
| +0.1% | +$1.29K | 0.01% | 235 |
|
|
2025
Q1 | $1.02M | Hold |
24,681
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $1.07M | Sell |
24,681
-94
| -0.4% | -$4.08K | 0.02% | 195 |
|
|
2024
Q3 | $1.06M | Buy |
24,775
+125
| +0.5% | +$5.35K | 0.01% | 198 |
|
|
2024
Q2 | $958K | Hold |
24,650
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $961K | Hold |
24,650
| – | – | 0.03% | 141 |
|
|
2023
Q4 | $910K | Buy |
+24,650
| New | +$910K | 0.03% | 142 |
|
|
2018
Q3 | – | Sell |
-4,080
| Closed | -$206K | – | 274 |
|
|
2018
Q2 | $206K | Buy |
4,080
+165
| +4% | +$8.33K | 0.01% | 254 |
|
|
2018
Q1 | $204K | Buy |
+3,915
| New | +$204K | 0.01% | 247 |
|