Larson Financial Group’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 | $2.98M | Buy |
69,357
+67,193
| +3,105% | +$2.89M | 0.12% | 164 |
|
|
2025
Q1 | $89.1K | Buy |
2,164
+323
| +18% | +$13.3K | ﹤0.01% | 824 |
|
|
2024
Q4 | $79.9K | Buy |
1,841
+358
| +24% | +$15.5K | ﹤0.01% | 767 |
|
|
2024
Q3 | $63.4K | Sell |
1,483
-971
| -40% | -$41.5K | ﹤0.01% | 834 |
|
|
2024
Q2 | $95.3K | Buy |
2,454
+456
| +23% | +$17.7K | 0.01% | 661 |
|
|
2024
Q1 | $77.9K | Buy |
1,998
+24
| +1% | +$936 | 0.01% | 593 |
|
|
2023
Q4 | $72.9K | Sell |
1,974
-218
| -10% | -$8.05K | 0.01% | 551 |
|
|
2023
Q3 | $62.7K | Buy |
2,192
+6
| +0.3% | +$172 | 0.01% | 549 |
|
|
2023
Q2 | $66.3K | Buy |
2,186
+209
| +11% | +$6.34K | 0.01% | 493 |
|
|
2023
Q1 | $67.4K | Hold |
1,977
| – | – | 0.01% | 490 |
|
|
2022
Q4 | $85.1K | Sell |
1,977
-1,000
| -34% | -$43K | 0.01% | 431 |
|
|
2022
Q3 | $130K | Buy |
2,977
+215
| +8% | +$9.39K | 0.02% | 328 |
|
|
2022
Q2 | $131K | Hold |
2,762
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $157K | Hold |
2,762
| – | – | 0.03% | 221 |
|
|
2021
Q4 | $162K | Buy |
2,762
+1,680
| +155% | +$98.5K | 0.03% | 215 |
|
|
2021
Q3 | $63K | Hold |
1,082
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $60K | Hold |
1,082
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $63K | Sell |
1,082
-167
| -13% | -$9.72K | 0.02% | 222 |
|
|
2020
Q4 | $60K | Buy |
1,249
+25
| +2% | +$1.2K | 0.02% | 193 |
|
|
2020
Q3 | $47K | Sell |
1,224
-1
| -0.1% | -$38 | 0.02% | 212 |
|
|
2020
Q2 | $46K | Buy |
1,225
+109
| +10% | +$4.09K | 0.02% | 194 |
|
|
2020
Q1 | $34K | Sell |
1,116
-17
| -2% | -$518 | 0.02% | 181 |
|
|
2019
Q4 | $64K | Buy |
1,133
+1,083
| +2,166% | +$61.2K | 0.04% | 135 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 416 |
|