INVST’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
$739K Sell
17,960
-523
-3% -$21.5K 0.1% 162
2024
Q4
$802K Buy
18,483
+93
+0.5% +$4.03K 0.1% 134
2024
Q3
$787K Sell
18,390
-340
-2% -$14.5K 0.1% 138
2024
Q2
$735K Sell
18,730
-874
-4% -$34.3K 0.08% 132
2024
Q1
$752K Buy
+19,604
New +$752K 0.09% 134