Forum Financial Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.17M | Sell |
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|
2025
Q3 | $1.09M | Buy |
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|
2025
Q2 | $862K | Buy |
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|
2025
Q1 | $778K | Buy |
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|
2024
Q4 | $819K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $624K | Buy |
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|
2022
Q3 | $628K | Sell |
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|
2022
Q2 | $3.2M | Sell |
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|
2022
Q1 | $3.86M | Sell |
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|
2021
Q4 | $4.64M | Buy |
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