Cornerstone Planning Group’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 | $7.99K | Buy |
184
+80
| +77% | +$3.47K | ﹤0.01% | 610 |
|
|
2025
Q1 | $3.86K | Sell |
104
-11
| -10% | -$409 | ﹤0.01% | 805 |
|
|
2024
Q4 | $5.48K | Buy |
115
+7
| +6% | +$333 | ﹤0.01% | 560 |
|
|
2024
Q3 | $4.65K | Sell |
108
-25
| -19% | -$1.08K | ﹤0.01% | 581 |
|
|
2024
Q2 | $5.47K | Buy |
133
+11
| +9% | +$453 | ﹤0.01% | 554 |
|
|
2024
Q1 | $4.74K | Sell |
122
-1
| -0.8% | -$39 | ﹤0.01% | 524 |
|
|
2023
Q4 | $4.54K | Hold |
123
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $3.52K | Sell |
123
-51
| -29% | -$1.46K | ﹤0.01% | 580 |
|
|
2023
Q2 | $5.28K | Buy |
+174
| New | +$5.28K | ﹤0.01% | 878 |
|
|
2022
Q4 | $38.4K | Buy |
+805
| New | +$38.4K | 0.02% | 308 |
|