F/M Investments’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
$603K Sell
13,994
-754
-5% -$32.5K 0.02% 317
2025
Q1
$609K Sell
14,748
-214,338
-94% -$8.85M 0.02% 316
2024
Q4
$9.94M Buy
229,086
+14,116
+7% +$612K 0.37% 61
2024
Q3
$9.17M Buy
214,970
+146,703
+215% +$6.26M 0.29% 114
2024
Q2
$2.64M Buy
+68,267
New +$2.64M 0.1% 193
2021
Q2
Sell
-3,474
Closed -$203K 93
2021
Q1
$203K Buy
+3,474
New +$203K 0.16% 84