Focus Partners Wealth’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
$5.08M Sell
118,219
-1,258
-1% -$54.1K 0.01% 670
2025
Q1
$4.92M Sell
119,477
-23,446
-16% -$965K 0.01% 627
2024
Q4
$6.2M Sell
142,923
-3,417
-2% -$148K 0.02% 563
2024
Q3
$6.26M Buy
146,340
+103,350
+240% +$4.42M 0.02% 502
2024
Q2
$1.67M Buy
42,990
+31,245
+266% +$1.21M 0.01% 691
2024
Q1
$458K Buy
+11,745
New +$458K ﹤0.01% 738