Convergence Financial’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 | $286K | Sell |
6,664
-217
| -3% | -$9.33K | 0.05% | 157 |
|
|
2025
Q1 | $283K | Sell |
6,881
-81
| -1% | -$3.33K | 0.06% | 139 |
|
|
2024
Q4 | $302K | Sell |
6,962
-321
| -4% | -$13.9K | 0.06% | 121 |
|
|
2024
Q3 | $311K | Sell |
7,283
-3,203
| -31% | -$137K | 0.07% | 120 |
|
|
2024
Q2 | $407K | Buy |
+10,486
| New | +$407K | 0.11% | 98 |
|