InceptionR’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,763
| Closed | -$1.77M | – | 829 |
|
|
2024
Q4 | $1.77M | Buy |
40,763
+18,799
| +86% | +$816K | 0.39% | 47 |
|
|
2024
Q3 | $939K | Buy |
+21,964
| New | +$939K | 0.23% | 142 |
|
|
2023
Q1 | – | Sell |
-4,957
| Closed | -$213K | – | 586 |
|
|
2022
Q4 | $213K | Buy |
+4,957
| New | +$213K | 0.11% | 340 |
|