Empower Advisory 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 | $271K | Sell |
6,304
-22,839
| -78% | -$982K | ﹤0.01% | 428 |
|
2025
Q1 | $1.2M | Buy |
29,143
+22,201
| +320% | +$914K | ﹤0.01% | 230 |
|
2024
Q4 | $301K | Buy |
6,942
+1,093
| +19% | +$47.4K | ﹤0.01% | 410 |
|
2024
Q3 | $250K | Sell |
5,849
-3,107
| -35% | -$133K | ﹤0.01% | 439 |
|
2024
Q2 | $348K | Buy |
8,956
+1,457
| +19% | +$56.6K | ﹤0.01% | 366 |
|
2024
Q1 | $292K | Buy |
7,499
+1,070
| +17% | +$41.7K | ﹤0.01% | 413 |
|
2023
Q4 | $237K | Buy |
+6,429
| New | +$237K | ﹤0.01% | 438 |
|
2023
Q3 | – | Sell |
-7,076
| Closed | -$215K | – | 486 |
|
2023
Q2 | $215K | Buy |
7,076
+494
| +8% | +$15K | ﹤0.01% | 455 |
|
2023
Q1 | $218K | Buy |
+6,582
| New | +$218K | ﹤0.01% | 458 |
|