MFC
Morris Financial Concepts’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
7,688
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $316K | Hold |
7,688
| – | – | 0.13% | 92 |
|
|
2024
Q4 | $334K | Hold |
7,688
| – | – | 0.14% | 86 |
|
|
2024
Q3 | $329K | Hold |
7,688
| – | – | 0.14% | 84 |
|
|
2024
Q2 | $299K | Buy |
7,688
+477
| +7% | +$18.5K | 0.14% | 80 |
|
|
2024
Q1 | $281K | Sell |
7,211
-83
| -1% | -$3.24K | 0.14% | 85 |
|
|
2023
Q4 | $269K | Hold |
7,294
| – | – | 0.15% | 80 |
|
|
2023
Q3 | $209K | Hold |
7,294
| – | – | 0.14% | 83 |
|
|
2023
Q2 | $221K | Hold |
7,294
| – | – | 0.14% | 83 |
|
|
2023
Q1 | $249K | Buy |
7,294
+2,541
| +53% | +$86.6K | 0.18% | 73 |
|
|
2022
Q4 | $205K | Hold |
4,753
| – | – | 0.17% | 76 |
|
|
2022
Q3 | $207K | Hold |
4,753
| – | – | 0.21% | 62 |
|
|
2022
Q2 | $225K | Hold |
4,753
| – | – | 0.21% | 63 |
|
|
2022
Q1 | $269K | Sell |
4,753
-275
| -5% | -$15.6K | 0.22% | 58 |
|
|
2021
Q4 | $294K | Buy |
+5,028
| New | +$294K | 0.25% | 50 |
|