Farther Finance Advisors’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 | $923K | Buy |
21,474
+1,010
| +5% | +$43.4K | 0.02% | 621 |
|
|
2025
Q1 | $839K | Buy |
20,464
+6,088
| +42% | +$250K | 0.02% | 576 |
|
|
2024
Q4 | $624K | Sell |
14,376
-2,167
| -13% | -$94K | 0.02% | 519 |
|
|
2024
Q3 | $707K | Buy |
16,543
+7,055
| +74% | +$302K | 0.03% | 466 |
|
|
2024
Q2 | $372K | Buy |
9,488
+5,912
| +165% | +$232K | 0.02% | 589 |
|
|
2024
Q1 | $137K | Buy |
3,576
+173
| +5% | +$6.64K | 0.01% | 834 |
|
|
2023
Q4 | $126K | Buy |
3,403
+886
| +35% | +$32.7K | 0.01% | 721 |
|
|
2023
Q3 | $72K | Buy |
2,517
+576
| +30% | +$16.5K | 0.01% | 669 |
|
|
2023
Q2 | $58.9K | Buy |
1,941
+423
| +28% | +$12.8K | 0.01% | 617 |
|
|
2023
Q1 | $51.8K | Buy |
1,518
+199
| +15% | +$6.78K | 0.02% | 592 |
|
|
2022
Q4 | $56.8K | Buy |
+1,319
| New | +$56.8K | 0.02% | 461 |
|