Founders Financial Alliance’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 | $1.16M | Sell |
26,960
-91
| -0.3% | -$3.91K | 0.26% | 93 |
|
|
2025
Q1 | $1.11M | Sell |
27,051
-100
| -0.4% | -$4.12K | 0.27% | 85 |
|
|
2024
Q4 | $1.18M | Sell |
27,151
-110
| -0.4% | -$4.77K | 0.32% | 70 |
|
|
2024
Q3 | $1.17M | Sell |
27,261
-606
| -2% | -$25.9K | 0.32% | 73 |
|
|
2024
Q2 | $1.08M | Sell |
27,867
-29
| -0.1% | -$1.13K | 0.32% | 74 |
|
|
2024
Q1 | $1.09M | Sell |
27,896
-1,197
| -4% | -$46.7K | 0.33% | 74 |
|
|
2023
Q4 | $1.07M | Buy |
29,093
+1,101
| +4% | +$40.6K | 0.42% | 53 |
|
|
2023
Q3 | $801K | Buy |
27,992
+277
| +1% | +$7.93K | 0.35% | 70 |
|
|
2023
Q2 | $841K | Buy |
27,715
+4,825
| +21% | +$146K | 0.33% | 69 |
|
|
2023
Q1 | $778K | Sell |
22,890
-6,992
| -23% | -$238K | 0.39% | 66 |
|
|
2022
Q4 | $1.29M | Buy |
29,882
+128
| +0.4% | +$5.51K | 0.59% | 44 |
|
|
2022
Q3 | $1.3M | Buy |
29,754
+4,115
| +16% | +$179K | 0.66% | 35 |
|
|
2022
Q2 | $1.22M | Sell |
25,639
-3,366
| -12% | -$160K | 0.62% | 39 |
|
|
2022
Q1 | $1.65M | Sell |
29,005
-1,115
| -4% | -$63.2K | 0.73% | 31 |
|
|
2021
Q4 | $1.76M | Sell |
30,120
-656
| -2% | -$38.4K | 0.71% | 29 |
|
|
2021
Q3 | $1.8M | Sell |
30,776
-53
| -0.2% | -$3.11K | 0.84% | 24 |
|
|
2021
Q2 | $1.71M | Buy |
30,829
+549
| +2% | +$30.5K | 0.78% | 26 |
|
|
2021
Q1 | $1.82M | Buy |
30,280
+2,089
| +7% | +$126K | 0.9% | 21 |
|
|
2020
Q4 | $1.35M | Buy |
28,191
+1,228
| +5% | +$58.9K | 0.76% | 30 |
|
|
2020
Q3 | $1.06M | Buy |
+26,963
| New | +$1.06M | 0.63% | 33 |
|