LexAurum Advisors’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 | $209K | Sell |
4,854
-51
| -1% | -$2.19K | 0.03% | 342 |
|
|
2025
Q1 | $202K | Sell |
4,905
-4
| -0.1% | -$165 | 0.04% | 330 |
|
|
2024
Q4 | $213K | Sell |
4,909
-2,192
| -31% | -$95.1K | 0.04% | 306 |
|
|
2024
Q3 | $304K | Sell |
7,101
-100
| -1% | -$4.28K | 0.07% | 229 |
|
|
2024
Q2 | $280K | Sell |
7,201
-100
| -1% | -$3.89K | 0.07% | 234 |
|
|
2024
Q1 | $285K | Sell |
7,301
-12
| -0.2% | -$468 | 0.07% | 232 |
|
|
2023
Q4 | $270K | Sell |
7,313
-1,700
| -19% | -$62.8K | 0.07% | 241 |
|
|
2023
Q3 | $258K | Buy |
+9,013
| New | +$258K | 0.08% | 236 |
|
|
2023
Q1 | – | Sell |
-4,696
| Closed | -$202K | – | 269 |
|
|
2022
Q4 | $202K | Hold |
4,696
| – | – | 0.07% | 233 |
|
|
2022
Q3 | $204K | Buy |
+4,696
| New | +$204K | 0.08% | 224 |
|