Integrated Investment Consultants’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 | $245K | Buy |
+5,701
| New | +$245K | 0.05% | 278 |
|
|
2024
Q4 | – | Sell |
-59,531
| Closed | -$79.1K | – | 370 |
|
|
2024
Q3 | $79.1K | Buy |
+59,531
| New | +$79.1K | 0.02% | 304 |
|
|
2018
Q2 | – | Sell |
-2,989
| Closed | -$156K | – | 632 |
|
|
2018
Q1 | $156K | Buy |
+2,989
| New | +$156K | 0.06% | 230 |
|
|
2017
Q3 | $140K | Hold |
2,989
| – | – | 0.06% | 222 |
|
|
2017
Q2 | $136K | Hold |
2,989
| – | – | 0.06% | 224 |
|
|
2017
Q1 | $134K | Hold |
2,989
| – | – | 0.06% | 219 |
|
|
2016
Q4 | $141K | Hold |
2,989
| – | – | 0.07% | 204 |
|
|
2016
Q3 | $113K | Hold |
2,989
| – | – | 0.06% | 238 |
|
|
2016
Q2 | $106K | Buy |
2,989
+344
| +13% | +$12.2K | 0.06% | 252 |
|
|
2016
Q1 | $86K | Buy |
+2,645
| New | +$86K | 0.05% | 272 |
|