Fiduciary Family Office’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 | $600K | Sell |
13,952
-8,838
| -39% | -$380K | 0.2% | 107 |
|
|
2025
Q1 | $938K | Buy |
+22,790
| New | +$938K | 0.31% | 66 |
|
|
2024
Q4 | – | Sell |
-39,027
| Closed | -$1.67M | – | 213 |
|
|
2024
Q3 | $1.67M | Sell |
39,027
-851
| -2% | -$36.4K | 0.55% | 37 |
|
|
2024
Q2 | $1.55M | Buy |
39,878
+411
| +1% | +$16K | 0.61% | 35 |
|
|
2024
Q1 | $1.54M | Buy |
39,467
+25,041
| +174% | +$976K | 0.6% | 44 |
|
|
2023
Q4 | $533K | Buy |
+14,426
| New | +$533K | 0.23% | 110 |
|