Financial Perspectives’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 | $27.4K | Hold |
637
| – | – | 0.01% | 382 |
|
|
2025
Q1 | $26.2K | Buy |
637
+1
| +0.2% | +$41 | 0.01% | 371 |
|
|
2024
Q4 | $27.6K | Buy |
636
+131
| +26% | +$5.68K | 0.01% | 368 |
|
|
2024
Q3 | $21.6K | Hold |
505
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $19.6K | Hold |
505
| – | – | 0.01% | 388 |
|
|
2024
Q1 | $19.7K | Hold |
505
| – | – | 0.01% | 385 |
|
|
2023
Q4 | $18.6K | Hold |
505
| – | – | 0.01% | 388 |
|
|
2023
Q3 | $14.4K | Hold |
505
| – | – | 0.01% | 401 |
|
|
2023
Q2 | $15.3K | Hold |
505
| – | – | 0.01% | 394 |
|
|
2023
Q1 | $17.2K | Hold |
505
| – | – | 0.01% | 378 |
|
|
2022
Q4 | $21.7K | Hold |
505
| – | – | 0.01% | 346 |
|
|
2022
Q3 | $22K | Hold |
505
| – | – | 0.01% | 331 |
|
|
2022
Q2 | $24K | Hold |
505
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $28.6K | Hold |
505
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $29.6K | Hold |
505
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $29.6K | Hold |
505
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $28K | Sell |
505
-28,947
| -98% | -$1.61M | 0.01% | 332 |
|
|
2021
Q1 | $505K | Buy |
29,452
+28,947
| +5,732% | +$496K | 0.03% | 282 |
|
|
2020
Q4 | $24.2K | Hold |
505
| – | – | 0.01% | 312 |
|
|
2020
Q3 | $19.2K | Hold |
505
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $19K | Hold |
505
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $15.6K | Hold |
505
| – | – | 0.01% | 269 |
|
|
2019
Q4 | $28.4K | Buy |
+505
| New | +$28.4K | 0.02% | 223 |
|