Lantz Financial’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 | $277K | Buy |
6,441
+343
| +6% | +$14.7K | 0.07% | 191 |
|
|
2025
Q1 | $251K | Buy |
6,098
+182
| +3% | +$7.49K | 0.07% | 187 |
|
|
2024
Q4 | $257K | Buy |
5,916
+184
| +3% | +$7.98K | 0.07% | 193 |
|
|
2024
Q3 | $245K | Buy |
+5,732
| New | +$245K | 0.07% | 195 |
|
|
2024
Q2 | – | Sell |
-5,659
| Closed | -$221K | – | 216 |
|
|
2024
Q1 | $221K | Buy |
+5,659
| New | +$221K | 0.07% | 193 |
|