Mather 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 | $271K | Sell |
6,305
-147
| -2% | -$6.32K | ﹤0.01% | 523 |
|
|
2025
Q1 | $266K | Buy |
6,452
+981
| +18% | +$40.4K | ﹤0.01% | 512 |
|
|
2024
Q4 | $237K | Buy |
5,471
+46
| +0.8% | +$2K | ﹤0.01% | 518 |
|
|
2024
Q3 | $232K | Sell |
5,425
-2,983
| -35% | -$128K | ﹤0.01% | 526 |
|
|
2024
Q2 | $328K | Buy |
8,408
+4,840
| +136% | +$189K | ﹤0.01% | 507 |
|
|
2024
Q1 | $132K | Buy |
+3,568
| New | +$132K | ﹤0.01% | 629 |
|