Morningstar Investment Management’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 | $676K | Buy |
15,728
+2,948
| +23% | +$127K | 0.06% | 94 |
|
|
2025
Q1 | $526K | Sell |
12,780
-2,851
| -18% | -$117K | 0.04% | 63 |
|
|
2024
Q4 | $678K | Sell |
15,631
-31,533
| -67% | -$1.37M | 0.05% | 104 |
|
|
2024
Q3 | $2.06M | Sell |
47,164
-25,082
| -35% | -$1.09M | 0.2% | 46 |
|
|
2024
Q2 | $2.81M | Sell |
72,246
-8,822
| -11% | -$343K | 0.29% | 40 |
|
|
2024
Q1 | $3.16M | Sell |
81,068
-1,302
| -2% | -$50.8K | 0.34% | 36 |
|
|
2023
Q4 | $3.04M | Buy |
+82,370
| New | +$3.04M | 0.35% | 35 |
|