Forum Financial Management’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 | $862K | Buy |
20,055
+1,157
| +6% | +$49.7K | 0.01% | 243 |
|
|
2025
Q1 | $778K | Buy |
18,898
+12
| +0.1% | +$494 | 0.01% | 250 |
|
|
2024
Q4 | $819K | Buy |
18,886
+8,489
| +82% | +$368K | 0.01% | 237 |
|
|
2024
Q3 | $445K | Buy |
10,397
+91
| +0.9% | +$3.89K | 0.01% | 369 |
|
|
2024
Q2 | $400K | Buy |
10,306
+8
| +0.1% | +$311 | 0.01% | 381 |
|
|
2024
Q1 | $401K | Hold |
10,298
| – | – | 0.01% | 398 |
|
|
2023
Q4 | $380K | Sell |
10,298
-416
| -4% | -$15.4K | 0.01% | 373 |
|
|
2023
Q3 | $307K | Hold |
10,714
| – | – | 0.01% | 415 |
|
|
2023
Q2 | $325K | Sell |
10,714
-1,226
| -10% | -$37.2K | 0.01% | 406 |
|
|
2023
Q1 | $407K | Sell |
11,940
-2,571
| -18% | -$87.7K | 0.01% | 311 |
|
|
2022
Q4 | $624K | Buy |
14,511
+83
| +0.6% | +$3.57K | 0.02% | 206 |
|
|
2022
Q3 | $628K | Sell |
14,428
-53,075
| -79% | -$2.31M | 0.03% | 180 |
|
|
2022
Q2 | $3.2M | Sell |
67,503
-523
| -0.8% | -$24.8K | 0.16% | 40 |
|
|
2022
Q1 | $3.86M | Sell |
68,026
-11,282
| -14% | -$640K | 0.19% | 34 |
|
|
2021
Q4 | $4.64M | Buy |
+79,308
| New | +$4.64M | 0.24% | 24 |
|