Fiduciary Alliance’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 | $3.97M | Sell |
92,369
-6,185
| -6% | -$266K | 0.3% | 81 |
|
|
2025
Q1 | $4.06M | Buy |
98,554
+936
| +1% | +$38.5K | 0.4% | 66 |
|
|
2024
Q4 | $4.23M | Buy |
97,618
+7,597
| +8% | +$330K | 0.43% | 61 |
|
|
2024
Q3 | $3.85M | Buy |
90,021
+6,594
| +8% | +$282K | 0.51% | 55 |
|
|
2024
Q2 | $3.3M | Sell |
83,427
-223
| -0.3% | -$8.82K | 0.54% | 53 |
|
|
2024
Q1 | $3.21M | Sell |
83,650
-803
| -1% | -$30.8K | 0.57% | 51 |
|
|
2023
Q4 | $3.12M | Sell |
84,453
-705
| -0.8% | -$26K | 0.61% | 46 |
|
|
2023
Q3 | $2.44M | Sell |
85,158
-155
| -0.2% | -$4.44K | 0.56% | 47 |
|
|
2023
Q2 | $2.59M | Sell |
85,313
-2,275
| -3% | -$69K | 0.56% | 47 |
|
|
2023
Q1 | $2.99M | Sell |
87,588
-115
| -0.1% | -$3.92K | 0.75% | 40 |
|
|
2022
Q4 | $3.77M | Buy |
+87,703
| New | +$3.77M | 0.98% | 35 |
|