First American Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,833
| Closed | -$210K | – | 247 |
|
|
2024
Q4 | $210K | Sell |
4,833
-592
| -11% | -$25.7K | 0.02% | 214 |
|
|
2024
Q3 | $232K | Sell |
5,425
-5
| -0.1% | -$214 | 0.02% | 202 |
|
|
2024
Q2 | $211K | Sell |
5,430
-1,167
| -18% | -$45.3K | 0.02% | 198 |
|
|
2024
Q1 | $257K | Buy |
+6,597
| New | +$257K | 0.03% | 187 |
|