Disciplined Equity Management’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 | $2.37M | Buy |
55,180
+8,170
| +17% | +$351K | 1.39% | 8 |
|
|
2025
Q1 | $1.93M | Sell |
47,010
-1,610
| -3% | -$66.3K | 1.35% | 10 |
|
|
2024
Q4 | $2.11M | Hold |
48,620
| – | – | 1.37% | 8 |
|
|
2024
Q3 | $2.08M | Sell |
48,620
-2,670
| -5% | -$114K | 1.31% | 10 |
|
|
2024
Q2 | $1.99M | Hold |
51,290
| – | – | 1.31% | 10 |
|
|
2024
Q1 | $2M | Buy |
+51,290
| New | +$2M | 1.33% | 8 |
|