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
2026 Q1	$298K	Sell	6,485 -575	-8%	-$28.4K	0.1%	103
2025 Q4	$347K	Sell	7,060 -628	-8%	-$28.9K	0.12%	92
2025 Q3	$351K	Hold	7,688	–	–	0.13%	90
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%	+$18K	0.14%	80
2024 Q1	$281K	Sell	7,211 -83	-1%	-$3.04K	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%	+$111K	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%	-$17K	0.22%	58
2021 Q4	$294K	Buy	+5,028	New	+$307K	0.25%	50