Coppell Advisory Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-996
| Closed | -$43.2K | – | 1700 |
|
|
2024
Q4 | $43.2K | Sell |
996
-148
| -13% | -$6.42K | 0.01% | 630 |
|
|
2024
Q3 | $48.6K | Sell |
1,144
-331
| -22% | -$14.1K | 0.01% | 561 |
|
|
2024
Q2 | $57.3K | Buy |
+1,475
| New | +$57.3K | 0.01% | 465 |
|
|
2023
Q4 | $83.5K | Buy |
2,260
+2,179
| +2,690% | +$80.5K | 0.02% | 393 |
|
|
2023
Q3 | $3.49K | Sell |
81
-3,034
| -97% | -$131K | ﹤0.01% | 780 |
|
|
2023
Q2 | $95.5K | Buy |
+3,115
| New | +$95.5K | 0.03% | 274 |
|
|
2023
Q1 | – | Sell |
-81
| Closed | -$3.49K | – | 975 |
|
|
2022
Q4 | $3.49K | Buy |
+81
| New | +$3.49K | ﹤0.01% | 783 |
|