Cornerstone Advisors Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
8,369
+88
| +1% | +$3.78K | 0.07% | 95 |
|
|
2025
Q1 | $341K | Buy |
8,281
+73
| +0.9% | +$3K | 0.07% | 107 |
|
|
2024
Q4 | $356K | Hold |
8,208
| – | – | 0.08% | 91 |
|
|
2024
Q3 | $351K | Hold |
8,208
| – | – | 0.08% | 89 |
|
|
2024
Q2 | $319K | Hold |
8,208
| – | – | 0.09% | 86 |
|
|
2024
Q1 | $320K | Hold |
8,208
| – | – | 0.11% | 87 |
|
|
2023
Q4 | $303K | Hold |
8,208
| – | – | 0.11% | 86 |
|
|
2023
Q3 | $235K | Buy |
+8,208
| New | +$235K | 0.09% | 89 |
|