Envestnet Portfolio Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
82,746
-1,153
| -1% | -$49.6K | 0.01% | 429 |
|
|
2025
Q1 | $3.45M | Sell |
83,899
-14,997
| -15% | -$617K | 0.01% | 452 |
|
|
2024
Q4 | $4.29M | Buy |
98,896
+2,475
| +3% | +$107K | 0.01% | 433 |
|
|
2024
Q3 | $4.12M | Sell |
96,421
-6,710
| -7% | -$287K | 0.01% | 441 |
|
|
2024
Q2 | $4.01M | Sell |
103,131
-7,619
| -7% | -$296K | 0.01% | 426 |
|
|
2024
Q1 | $4.32M | Sell |
110,750
-8,437
| -7% | -$329K | 0.02% | 416 |
|
|
2023
Q4 | $4.4M | Sell |
119,187
-7,077
| -6% | -$261K | 0.02% | 360 |
|
|
2023
Q3 | $3.61M | Buy |
+126,264
| New | +$3.61M | 0.02% | 389 |
|