Foundations Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
40,199
-1,062
| -3% | -$45.7K | 0.03% | 329 |
|
|
2025
Q1 | $1.7M | Sell |
41,261
-120
| -0.3% | -$4.94K | 0.03% | 316 |
|
|
2024
Q4 | $1.8M | Buy |
41,381
+9,483
| +30% | +$411K | 0.03% | 303 |
|
|
2024
Q3 | $1.36M | Buy |
31,898
+1,352
| +4% | +$57.8K | 0.03% | 319 |
|
|
2024
Q2 | $1.19M | Sell |
30,546
-280
| -0.9% | -$10.9K | 0.03% | 309 |
|
|
2024
Q1 | $1.2M | Sell |
30,826
-114
| -0.4% | -$4.44K | 0.03% | 294 |
|
|
2023
Q4 | $1.13M | Buy |
30,940
+3,288
| +12% | +$120K | 0.03% | 292 |
|
|
2023
Q3 | $791K | Sell |
27,652
-3,099
| -10% | -$88.7K | 0.02% | 309 |
|
|
2023
Q2 | $933K | Buy |
30,751
+4,336
| +16% | +$132K | 0.03% | 272 |
|
|
2023
Q1 | $901K | Buy |
26,415
+6,520
| +33% | +$222K | 0.03% | 253 |
|
|
2022
Q4 | $856K | Buy |
19,895
+12,600
| +173% | +$542K | 0.03% | 216 |
|
|
2022
Q3 | $318K | Buy |
7,295
+2,486
| +52% | +$108K | 0.01% | 318 |
|
|
2022
Q2 | $229K | Buy |
+4,809
| New | +$229K | 0.01% | 348 |
|