Meeder Advisory Services’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 | $1.12M | Sell |
26,008
-906
| -3% | -$38.9K | 0.06% | 236 |
|
2025
Q1 | $1.11M | Sell |
26,914
-1,471
| -5% | -$60.5K | 0.07% | 221 |
|
2024
Q4 | $1.23M | Buy |
28,385
+288
| +1% | +$12.5K | 0.08% | 194 |
|
2024
Q3 | $1.2M | Buy |
28,097
+1,527
| +6% | +$65.3K | 0.08% | 202 |
|
2024
Q2 | $1.03M | Buy |
26,570
+7,778
| +41% | +$302K | 0.07% | 218 |
|
2024
Q1 | $733K | Buy |
18,792
+1,872
| +11% | +$73K | 0.07% | 228 |
|
2023
Q4 | $625K | Buy |
16,920
+3,103
| +22% | +$115K | 0.07% | 235 |
|
2023
Q3 | $395K | Sell |
13,817
-2,937
| -18% | -$84K | 0.05% | 289 |
|
2023
Q2 | $508K | Sell |
16,754
-5,286
| -24% | -$160K | 0.05% | 279 |
|
2023
Q1 | $752K | Sell |
22,040
-1,299
| -6% | -$44.3K | 0.09% | 207 |
|
2022
Q4 | $1M | Buy |
+23,339
| New | +$1M | 0.13% | 153 |
|