Morton Brown Family Wealth’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 | $17.9K | Buy |
417
+4
| +1% | +$172 | 0.01% | 152 |
|
|
2025
Q1 | $17K | Buy |
413
+3
| +0.7% | +$124 | 0.01% | 158 |
|
|
2024
Q4 | $17.8K | Buy |
410
+3
| +0.7% | +$130 | 0.01% | 141 |
|
|
2024
Q3 | $17.4K | Buy |
407
+4
| +1% | +$171 | 0.01% | 140 |
|
|
2024
Q2 | $17.1K | Buy |
403
+4
| +1% | +$170 | 0.01% | 134 |
|
|
2024
Q1 | $15.6K | Sell |
399
-525
| -57% | -$20.5K | 0.01% | 132 |
|
|
2023
Q4 | $34.1K | Buy |
924
+649
| +236% | +$23.9K | 0.01% | 123 |
|
|
2023
Q3 | $7.87K | Buy |
275
+4
| +1% | +$115 | ﹤0.01% | 136 |
|
|
2023
Q2 | $8.21K | Buy |
271
+5
| +2% | +$152 | ﹤0.01% | 127 |
|
|
2023
Q1 | $9.08K | Buy |
266
+3
| +1% | +$102 | 0.01% | 134 |
|
|
2022
Q4 | $11.3K | Sell |
263
-93
| -26% | -$4.01K | 0.01% | 110 |
|
|
2022
Q3 | $16K | Buy |
356
+13
| +4% | +$584 | 0.01% | 97 |
|
|
2022
Q2 | $16K | Buy |
343
+88
| +35% | +$4.11K | 0.01% | 98 |
|
|
2022
Q1 | $14K | Buy |
255
+2
| +0.8% | +$110 | 0.01% | 103 |
|
|
2021
Q4 | $15K | Buy |
+253
| New | +$15K | 0.01% | 112 |
|