Insigneo Advisory Services’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 | $740K | Sell |
17,219
-413
| -2% | -$17.8K | 0.06% | 238 |
|
|
2025
Q1 | $726K | Buy |
17,632
+796
| +5% | +$32.8K | 0.07% | 216 |
|
|
2024
Q4 | $730K | Sell |
16,836
-533
| -3% | -$23.1K | 0.08% | 204 |
|
|
2024
Q3 | $743K | Buy |
17,369
+3,908
| +29% | +$167K | 0.07% | 223 |
|
|
2024
Q2 | $554K | Sell |
13,461
-912
| -6% | -$37.6K | 0.06% | 265 |
|
|
2024
Q1 | $560K | Sell |
14,373
-674
| -4% | -$26.3K | 0.07% | 243 |
|
|
2023
Q4 | $556K | Buy |
15,047
+870
| +6% | +$32.1K | 0.08% | 224 |
|
|
2023
Q3 | $406K | Sell |
14,177
-1,444
| -9% | -$41.3K | 0.08% | 225 |
|
|
2023
Q2 | $474K | Buy |
15,621
+6,081
| +64% | +$185K | 0.09% | 207 |
|
|
2023
Q1 | $325K | Buy |
9,540
+2,890
| +43% | +$98.5K | 0.1% | 198 |
|
|
2022
Q4 | $286K | Buy |
+6,650
| New | +$286K | 0.11% | 195 |
|