FPAS
Focus Partners Advisor Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
34,259
+8,057
| +31% | +$346K | 0.02% | 342 |
|
|
2025
Q1 | $1.08M | Buy |
26,202
+7,138
| +37% | +$294K | 0.02% | 365 |
|
|
2024
Q4 | $827K | Sell |
19,064
-107
| -0.6% | -$4.64K | 0.01% | 368 |
|
|
2024
Q3 | $820K | Buy |
19,171
+2,584
| +16% | +$111K | 0.02% | 324 |
|
|
2024
Q2 | $644K | Sell |
16,587
-4,714
| -22% | -$183K | 0.02% | 321 |
|
|
2024
Q1 | $830K | Buy |
21,301
+10,355
| +95% | +$404K | 0.02% | 265 |
|
|
2023
Q4 | $404K | Sell |
10,946
-686
| -6% | -$25.3K | 0.02% | 283 |
|
|
2023
Q3 | $333K | Buy |
11,632
+243
| +2% | +$6.95K | 0.02% | 335 |
|
|
2023
Q2 | $346K | Buy |
+11,389
| New | +$346K | 0.02% | 275 |
|
|
2022
Q4 | – | Sell |
-9,777
| Closed | -$426K | – | 424 |
|
|
2022
Q3 | $426K | Buy |
9,777
+2,036
| +26% | +$88.7K | 0.03% | 244 |
|
|
2022
Q2 | $367K | Sell |
7,741
-1,394
| -15% | -$66.1K | 0.03% | 232 |
|
|
2022
Q1 | $518K | Sell |
9,135
-5,287
| -37% | -$300K | 0.05% | 174 |
|
|
2021
Q4 | $844K | Buy |
+14,422
| New | +$844K | 0.18% | 44 |
|