Houlihan Financial Resource Group’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 | $210K | Hold |
4,871
| – | – | 0.09% | 104 |
|
|
2025
Q1 | $200K | Hold |
4,871
| – | – | 0.09% | 103 |
|
|
2024
Q4 | $211K | Hold |
4,871
| – | – | 0.09% | 99 |
|
|
2024
Q3 | $208K | Buy |
+4,871
| New | +$208K | 0.09% | 104 |
|
|
2020
Q3 | $207K | Buy |
+4,250
| New | +$207K | 0.12% | 96 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$253K | – | 92 |
|
|
2019
Q4 | $253K | Buy |
+4,500
| New | +$253K | 0.16% | 83 |
|