Foster & Motley’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 | $561K | Sell |
13,042
-2,286
| -15% | -$98.3K | 0.03% | 276 |
|
|
2025
Q1 | $631K | Sell |
15,328
-723
| -5% | -$29.8K | 0.04% | 260 |
|
|
2024
Q4 | $696K | Buy |
16,051
+5,014
| +45% | +$217K | 0.05% | 247 |
|
|
2024
Q3 | $472K | Buy |
11,037
+2,199
| +25% | +$94K | 0.03% | 287 |
|
|
2024
Q2 | $343K | Buy |
+8,838
| New | +$343K | 0.02% | 311 |
|
|
2020
Q2 | – | Sell |
-25,405
| Closed | -$783K | – | 280 |
|
|
2020
Q1 | $783K | Sell |
25,405
-5,252
| -17% | -$162K | 0.12% | 150 |
|
|
2019
Q4 | $1.73M | Buy |
30,657
+785
| +3% | +$44.2K | 0.22% | 114 |
|
|
2019
Q3 | $1.59M | Sell |
29,872
-1,437
| -5% | -$76.7K | 0.22% | 113 |
|
|
2019
Q2 | $1.54M | Sell |
31,309
-1,619
| -5% | -$79.5K | 0.22% | 112 |
|
|
2019
Q1 | $1.53M | Sell |
32,928
-611
| -2% | -$28.4K | 0.22% | 110 |
|
|
2018
Q4 | $1.45M | Buy |
33,539
+11,339
| +51% | +$491K | 0.23% | 106 |
|
|
2018
Q3 | $1.08M | Sell |
22,200
-435
| -2% | -$21.1K | 0.16% | 119 |
|
|
2018
Q2 | $1.14M | Buy |
22,635
+1,628
| +8% | +$82.1K | 0.18% | 111 |
|
|
2018
Q1 | $1.09M | Buy |
21,007
+8,063
| +62% | +$420K | 0.18% | 117 |
|
|
2017
Q4 | $644K | Buy |
12,944
+34
| +0.3% | +$1.69K | 0.1% | 146 |
|
|
2017
Q3 | $606K | Buy |
+12,910
| New | +$606K | 0.1% | 138 |
|
|
2014
Q3 | – | Sell |
-12,915
| Closed | -$509K | – | 168 |
|
|
2014
Q2 | $509K | Sell |
12,915
-17,922
| -58% | -$706K | 0.12% | 122 |
|
|
2014
Q1 | $1.24M | Sell |
30,837
-5,299
| -15% | -$213K | 0.3% | 83 |
|
|
2013
Q4 | $1.35M | Sell |
36,136
-11,010
| -23% | -$411K | 0.34% | 75 |
|
|
2013
Q3 | $1.59M | Sell |
47,146
-917
| -2% | -$30.9K | 0.42% | 70 |
|
|
2013
Q2 | $1.63M | Buy |
+48,063
| New | +$1.63M | 0.45% | 65 |
|