Gallagher Fiduciary Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
17,474
-510
| -3% | -$21.9K | 0.03% | 117 |
|
|
2025
Q1 | $740K | Buy |
17,984
+460
| +3% | +$18.9K | 0.02% | 119 |
|
|
2024
Q4 | $760K | Buy |
17,524
+1,405
| +9% | +$60.9K | 0.15% | 95 |
|
|
2024
Q3 | $689K | Sell |
16,119
-2,316
| -13% | -$99.1K | 0.14% | 83 |
|
|
2024
Q2 | $716K | Sell |
18,435
-570
| -3% | -$22.1K | 0.16% | 73 |
|
|
2024
Q1 | $741K | Sell |
19,005
-974
| -5% | -$38K | 0.03% | 80 |
|
|
2023
Q4 | $738K | Sell |
19,979
-1,684
| -8% | -$62.2K | 0.03% | 75 |
|
|
2023
Q3 | $620K | Buy |
21,663
+1,556
| +8% | +$44.5K | 0.05% | 81 |
|
|
2023
Q2 | $610K | Buy |
20,107
+3,274
| +19% | +$99.4K | 0.05% | 109 |
|
|
2023
Q1 | $574K | Buy |
+16,833
| New | +$574K | 0.05% | 110 |
|