Delta Financial 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
Q1 | – | Sell |
-4,646
| Closed | -$202K | – | 265 |
|
|
2024
Q4 | $202K | Sell |
4,646
-320
| -6% | -$13.9K | 0.05% | 239 |
|
|
2024
Q3 | $212K | Buy |
+4,966
| New | +$212K | 0.08% | 127 |
|
|
2024
Q2 | – | Sell |
-6,922
| Closed | -$270K | – | 221 |
|
|
2024
Q1 | $270K | Buy |
6,922
+1,376
| +25% | +$53.7K | 0.08% | 193 |
|
|
2023
Q4 | $205K | Buy |
+5,546
| New | +$205K | 0.06% | 206 |
|