Financial Management Professionals’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 | $430 | Sell |
10
-11,007
| -100% | -$473K | ﹤0.01% | 924 |
|
|
2025
Q1 | $453K | Buy |
11,017
+324
| +3% | +$13.3K | 0.06% | 96 |
|
|
2024
Q4 | $464K | Buy |
10,693
+1,211
| +13% | +$52.5K | 0.06% | 96 |
|
|
2024
Q3 | $406K | Buy |
9,482
+144
| +2% | +$6.17K | 0.05% | 104 |
|
|
2024
Q2 | $363K | Buy |
9,338
+800
| +9% | +$31.1K | 0.05% | 106 |
|
|
2024
Q1 | $333K | Buy |
8,538
+979
| +13% | +$38.2K | 0.05% | 108 |
|
|
2023
Q4 | $279K | Buy |
7,559
+2,059
| +37% | +$76K | 0.05% | 105 |
|
|
2023
Q3 | $157K | Sell |
5,500
-37
| -0.7% | -$1.06K | 0.03% | 138 |
|
|
2023
Q2 | $168K | Buy |
5,537
+419
| +8% | +$12.7K | 0.03% | 136 |
|
|
2023
Q1 | $175K | Buy |
5,118
+4,593
| +875% | +$157K | 0.03% | 141 |
|
|
2022
Q4 | $23K | Sell |
525
-147
| -22% | -$6.44K | ﹤0.01% | 351 |
|
|
2022
Q3 | $29K | Buy |
672
+60
| +10% | +$2.59K | 0.01% | 280 |
|
|
2022
Q2 | $29K | Buy |
612
+87
| +17% | +$4.12K | 0.01% | 303 |
|
|
2022
Q1 | $30K | Sell |
525
-64
| -11% | -$3.66K | 0.01% | 288 |
|
|
2021
Q4 | $34K | Sell |
589
-150
| -20% | -$8.66K | 0.01% | 272 |
|
|
2021
Q3 | $43K | Buy |
739
+300
| +68% | +$17.5K | 0.01% | 257 |
|
|
2021
Q2 | $24K | Sell |
439
-19
| -4% | -$1.04K | 0.01% | 274 |
|
|
2021
Q1 | $27K | Buy |
458
+31
| +7% | +$1.83K | 0.01% | 254 |
|
|
2020
Q4 | $20K | Sell |
427
-36
| -8% | -$1.69K | 0.01% | 272 |
|
|
2020
Q3 | $18K | Hold |
463
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $17K | Buy |
463
+375
| +426% | +$13.8K | 0.01% | 272 |
|
|
2020
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 237 |
|
|
2019
Q4 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 233 |
|
|
2018
Q3 | – | Sell |
-59
| Closed | -$3K | – | 311 |
|
|
2018
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 229 |
|
|
2018
Q1 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 239 |
|
|
2016
Q3 | – | Sell |
-223
| Closed | -$7K | – | 411 |
|
|
2016
Q2 | $7K | Buy |
+223
| New | +$7K | ﹤0.01% | 265 |
|