Future Financial Wealth 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 | $202K | Hold |
4,700
| – | – | 0.14% | 112 |
|
|
2025
Q1 | $193K | Sell |
4,700
-600
| -11% | -$24.7K | 0.14% | 113 |
|
|
2024
Q4 | $230K | Hold |
5,300
| – | – | 0.17% | 99 |
|
|
2024
Q3 | $227K | Hold |
5,300
| – | – | 0.16% | 105 |
|
|
2024
Q2 | $206K | Buy |
5,300
+2,400
| +83% | +$93.2K | 0.18% | 109 |
|
|
2024
Q1 | $113K | Buy |
+2,900
| New | +$113K | 0.09% | 157 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$51K | – | 459 |
|
|
2022
Q1 | $51K | Hold |
900
| – | – | 0.04% | 261 |
|
|
2021
Q4 | $54K | Buy |
+900
| New | +$54K | 0.04% | 268 |
|