LRI Investments’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 | $180K | Hold |
4,179
| – | – | 0.02% | 312 |
|
|
2025
Q1 | $172K | Hold |
4,179
| – | – | 0.02% | 294 |
|
|
2024
Q4 | $181K | Sell |
4,179
-827
| -17% | -$35.9K | 0.02% | 293 |
|
|
2024
Q3 | $232K | Buy |
5,006
+2,222
| +80% | +$103K | 0.02% | 248 |
|
|
2024
Q2 | $108K | Buy |
2,784
+2,693
| +2,959% | +$105K | 0.01% | 366 |
|
|
2024
Q1 | $3.55K | Buy |
+91
| New | +$3.55K | ﹤0.01% | 680 |
|