LifePlan 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 | – | Sell |
-6,159
| Closed | -$253K | – | 95 |
|
|
2025
Q1 | $253K | Sell |
6,159
-41
| -0.7% | -$1.69K | 0.22% | 83 |
|
|
2024
Q4 | $269K | Sell |
6,200
-277
| -4% | -$12K | 0.24% | 82 |
|
|
2024
Q3 | $277K | Sell |
6,477
-25
| -0.4% | -$1.07K | 0.24% | 84 |
|
|
2024
Q2 | $253K | Buy |
+6,502
| New | +$253K | 0.23% | 85 |
|