Great Lakes Retirement’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 | $1.17M | Buy |
27,247
+1,968
| +8% | +$84.6K | 0.14% | 138 |
|
|
2025
Q1 | $1.04M | Buy |
25,279
+986
| +4% | +$40.6K | 0.14% | 143 |
|
|
2024
Q4 | $1.05M | Sell |
24,293
-406
| -2% | -$17.6K | 0.14% | 143 |
|
|
2024
Q3 | $1.06M | Buy |
24,699
+388
| +2% | +$16.6K | 0.14% | 144 |
|
|
2024
Q2 | $944K | Buy |
24,311
+616
| +3% | +$23.9K | 0.13% | 144 |
|
|
2024
Q1 | $924K | Sell |
23,695
-143
| -0.6% | -$5.57K | 0.14% | 145 |
|
|
2023
Q4 | $880K | Buy |
23,838
+1,354
| +6% | +$50K | 0.14% | 135 |
|
|
2023
Q3 | $643K | Buy |
22,484
+979
| +5% | +$28K | 0.12% | 152 |
|
|
2023
Q2 | $653K | Buy |
21,505
+976
| +5% | +$29.6K | 0.12% | 148 |
|
|
2023
Q1 | $700K | Buy |
20,529
+2,293
| +13% | +$78.2K | 0.13% | 139 |
|
|
2022
Q4 | $785K | Buy |
+18,236
| New | +$785K | 0.2% | 89 |
|