FSA
Financial Security Advisor’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Buy |
22,977
+97
| +0.4% | +$4.17K | 0.23% | 45 |
|
|
2025
Q1 | $942K | Sell |
22,880
-240
| -1% | -$9.88K | 0.24% | 45 |
|
|
2024
Q4 | $1M | Sell |
23,120
-10
| -0% | -$434 | 0.25% | 45 |
|
|
2024
Q3 | $989K | Buy |
23,130
+591
| +3% | +$25.3K | 0.25% | 44 |
|
|
2024
Q2 | $876K | Sell |
22,539
-12,744
| -36% | -$495K | 0.29% | 43 |
|
|
2024
Q1 | $1.38M | Buy |
35,283
+99
| +0.3% | +$3.86K | 0.48% | 31 |
|
|
2023
Q4 | $1.3M | Sell |
35,184
-185
| -0.5% | -$6.83K | 0.51% | 31 |
|
|
2023
Q3 | $1.01M | Buy |
+35,369
| New | +$1.01M | 0.47% | 30 |
|