Fee-Only Financial Planning’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 | $661K | Buy |
15,371
+330
| +2% | +$14.2K | 0.41% | 20 |
|
|
2025
Q1 | $619K | Sell |
15,041
-845
| -5% | -$34.8K | 0.42% | 22 |
|
|
2024
Q4 | $689K | Sell |
15,886
-1,260
| -7% | -$54.7K | 0.45% | 19 |
|
|
2024
Q3 | $733K | Sell |
17,146
-2,736
| -14% | -$117K | 0.47% | 20 |
|
|
2024
Q2 | $772K | Sell |
19,882
-132
| -0.7% | -$5.13K | 0.52% | 20 |
|
|
2024
Q1 | $780K | Hold |
20,014
| – | – | 0.53% | 18 |
|
|
2023
Q4 | $739K | Hold |
20,014
| – | – | 0.53% | 20 |
|
|
2023
Q3 | $573K | Hold |
20,014
| – | – | 0.46% | 22 |
|
|
2023
Q2 | $607K | Hold |
20,014
| – | – | 0.46% | 23 |
|
|
2023
Q1 | $682K | Hold |
20,014
| – | – | 0.55% | 21 |
|
|
2022
Q4 | $861K | Buy |
+20,014
| New | +$861K | 0.72% | 18 |
|