FWG Holdings’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 | $247K | Hold |
5,694
| – | – | 0.12% | 101 |
|
|
2025
Q1 | $221K | Hold |
5,694
| – | – | 0.11% | 104 |
|
|
2024
Q4 | $267K | Buy |
5,694
+234
| +4% | +$11K | 0.13% | 96 |
|
|
2024
Q3 | $236K | Sell |
5,460
-2,752
| -34% | -$119K | 0.12% | 93 |
|
|
2024
Q2 | $363K | Hold |
8,212
| – | – | 0.18% | 80 |
|
|
2024
Q1 | $321K | Buy |
8,212
+1,202
| +17% | +$47K | 0.17% | 87 |
|
|
2023
Q4 | $266K | Buy |
+7,010
| New | +$266K | 0.16% | 91 |
|
|
2023
Q3 | – | Sell |
-7,170
| Closed | -$234K | – | 100 |
|
|
2023
Q2 | $234K | Sell |
7,170
-1
| -0% | -$33 | 0.15% | 92 |
|
|
2023
Q1 | $245K | Sell |
7,171
-4,371
| -38% | -$149K | 0.18% | 75 |
|
|
2022
Q4 | $497K | Sell |
11,542
-711
| -6% | -$30.6K | 0.35% | 49 |
|
|
2022
Q3 | $533K | Buy |
12,253
+77
| +0.6% | +$3.35K | 0.4% | 44 |
|
|
2022
Q2 | $578K | Buy |
12,176
+667
| +6% | +$31.7K | 0.5% | 36 |
|
|
2022
Q1 | $653K | Buy |
11,509
+5,008
| +77% | +$284K | 0.5% | 33 |
|
|
2021
Q4 | $426K | Buy |
6,501
+409
| +7% | +$26.8K | 0.32% | 54 |
|
|
2021
Q3 | $357K | Buy |
6,092
+45
| +0.7% | +$2.64K | 0.31% | 56 |
|
|
2021
Q2 | $336K | Buy |
+6,047
| New | +$336K | 0.3% | 55 |
|