Freedom Investment 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 | $735K | Buy |
17,087
+328
| +2% | +$14.1K | 0.06% | 332 |
|
|
2025
Q1 | $690K | Buy |
16,759
+1,558
| +10% | +$64.1K | 0.06% | 337 |
|
|
2024
Q4 | $659K | Buy |
15,201
+2,151
| +16% | +$93.3K | 0.05% | 337 |
|
|
2024
Q3 | $558K | Sell |
13,050
-720
| -5% | -$30.8K | 0.04% | 404 |
|
|
2024
Q2 | $535K | Buy |
13,770
+591
| +4% | +$23K | 0.04% | 413 |
|
|
2024
Q1 | $514K | Buy |
13,179
+3,111
| +31% | +$121K | 0.04% | 425 |
|
|
2023
Q4 | $372K | Buy |
+10,068
| New | +$372K | 0.03% | 522 |
|
|
2023
Q2 | – | Sell |
-35,754
| Closed | -$1.22M | – | 774 |
|
|
2023
Q1 | $1.22M | Buy |
+35,754
| New | +$1.22M | 0.14% | 195 |
|
|
2021
Q3 | – | Sell |
-4,806
| Closed | -$267K | – | 902 |
|
|
2021
Q2 | $267K | Buy |
4,806
+540
| +13% | +$30K | 0.02% | 722 |
|
|
2021
Q1 | $249K | Buy |
+4,266
| New | +$249K | 0.02% | 720 |
|
|
2019
Q1 | – | Sell |
-8,802
| Closed | -$381K | – | 780 |
|
|
2018
Q4 | $381K | Sell |
8,802
-796
| -8% | -$34.5K | 0.03% | 490 |
|
|
2018
Q3 | $500K | Buy |
+9,598
| New | +$500K | 0.03% | 515 |
|
|
2017
Q3 | – | Sell |
-8,463
| Closed | -$384K | – | 1149 |
|
|
2017
Q2 | $384K | Buy |
+8,463
| New | +$384K | 0.02% | 677 |
|