Corient Private Wealth’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 | $21.9M | Sell |
510,097
-47,584
| -9% | -$2.05M | 0.02% | 420 |
|
|
2025
Q1 | $22.9M | Sell |
557,681
-9,467
| -2% | -$390K | 0.04% | 366 |
|
|
2024
Q4 | $24.6M | Sell |
567,148
-60,743
| -10% | -$2.63M | 0.04% | 355 |
|
|
2024
Q3 | $26.9M | Buy |
627,891
+61,791
| +11% | +$2.64M | 0.04% | 354 |
|
|
2024
Q2 | $22M | Sell |
566,100
-20,424
| -3% | -$793K | 0.04% | 372 |
|
|
2024
Q1 | $22.9M | Sell |
586,524
-22,487
| -4% | -$877K | 0.04% | 358 |
|
|
2023
Q4 | $22.5M | Buy |
609,011
+37,332
| +7% | +$1.38M | 0.04% | 364 |
|
|
2023
Q3 | $16.4M | Sell |
571,679
-111,484
| -16% | -$3.19M | 0.04% | 390 |
|
|
2023
Q2 | $20.7M | Buy |
683,163
+260,064
| +61% | +$7.89M | 0.05% | 327 |
|
|
2023
Q1 | $14.4M | Buy |
423,099
+88,057
| +26% | +$3.01M | 0.04% | 369 |
|
|
2022
Q4 | $14.4M | Buy |
+335,042
| New | +$14.4M | 0.05% | 308 |
|