Morris Financial Concepts’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
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|
2025
Q1 | $316K | Hold |
|
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|
2024
Q4 | $334K | Hold |
|
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|
2024
Q3 | $329K | Hold |
|
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|
2024
Q2 | $299K | Buy |
|
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|
2024
Q1 | $281K | Sell |
|
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|
2023
Q4 | $269K | Hold |
|
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|
2023
Q3 | $209K | Hold |
|
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|
2023
Q2 | $221K | Hold |
|
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|
2023
Q1 | $249K | Buy |
|
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|
2022
Q4 | $205K | Hold |
|
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|
2022
Q3 | $207K | Hold |
|
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|
2022
Q2 | $225K | Hold |
|
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|
2022
Q1 | $269K | Sell |
|
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|
2021
Q4 | $294K | Buy |
|