Comprehensive Financial Consultants Institutional’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 | $1.05M | Sell |
24,530
-218
| -0.9% | -$9.37K | 0.35% | 90 |
|
|
2025
Q1 | $1.02M | Sell |
24,748
-665
| -3% | -$27.4K | 0.36% | 89 |
|
|
2024
Q4 | $1.1M | Sell |
25,413
-1,071
| -4% | -$46.5K | 0.4% | 84 |
|
|
2024
Q3 | $1.13M | Sell |
26,484
-885
| -3% | -$37.9K | 0.41% | 85 |
|
|
2024
Q2 | $1.06M | Buy |
27,369
+3,162
| +13% | +$123K | 0.42% | 84 |
|
|
2024
Q1 | $944K | Buy |
24,207
+194
| +0.8% | +$7.56K | 0.39% | 87 |
|
|
2023
Q4 | $887K | Buy |
24,013
+1,329
| +6% | +$49.1K | 0.41% | 86 |
|
|
2023
Q3 | $649K | Buy |
22,684
+3,870
| +21% | +$111K | 0.34% | 93 |
|
|
2023
Q2 | $629K | Buy |
18,814
+1,801
| +11% | +$60.2K | 0.33% | 100 |
|
|
2023
Q1 | $580K | Buy |
17,013
+1,307
| +8% | +$44.6K | 0.33% | 102 |
|
|
2022
Q4 | $741K | Buy |
15,706
+279
| +2% | +$13.2K | 0.45% | 87 |
|
|
2022
Q3 | $685K | Buy |
15,427
+1,656
| +12% | +$73.5K | 0.45% | 87 |
|
|
2022
Q2 | $650K | Sell |
13,771
-12
| -0.1% | -$566 | 0.46% | 83 |
|
|
2022
Q1 | $676K | Sell |
13,783
-230
| -2% | -$11.3K | 0.47% | 82 |
|
|
2021
Q4 | $882K | Buy |
+14,013
| New | +$882K | 0.57% | 64 |
|