CoreCap Advisors’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$45.8K Sell
1,066
-163
-13% -$7.01K ﹤0.01% 1285
2025
Q1
$50.6K Sell
1,229
-427
-26% -$17.6K ﹤0.01% 1163
2024
Q4
$71.8K Buy
1,656
+735
+80% +$31.9K ﹤0.01% 1038
2024
Q3
$39.4K Buy
921
+472
+105% +$20.2K ﹤0.01% 1293
2024
Q2
$17.4K Buy
449
+224
+100% +$8.7K ﹤0.01% 946
2024
Q1
$8.77K Buy
+225
New +$8.77K ﹤0.01% 1775
2022
Q4
$152K Buy
+3,539
New +$152K 0.01% 599
2022
Q3
Sell
-5,259
Closed -$249K 1929
2022
Q2
$249K Sell
5,259
-595
-10% -$28.2K 0.02% 465
2022
Q1
$332K Sell
5,854
-346
-6% -$19.6K 0.02% 385
2021
Q4
$363K Buy
+6,200
New +$363K 0.02% 410