NEOS 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 | $5.5M | Buy |
127,879
+26,739
| +26% | +$1.15M | 0.07% | 230 |
|
|
2025
Q1 | $4.16M | Buy |
101,140
+18,769
| +23% | +$772K | 0.08% | 224 |
|
|
2024
Q4 | $3.57M | Buy |
82,371
+19,811
| +32% | +$859K | 0.08% | 213 |
|
|
2024
Q3 | $2.68M | Buy |
62,560
+12,992
| +26% | +$556K | 0.08% | 219 |
|
|
2024
Q2 | $1.93M | Buy |
49,568
+15,936
| +47% | +$619K | 0.08% | 222 |
|
|
2024
Q1 | $1.31M | Buy |
33,632
+14,716
| +78% | +$574K | 0.08% | 217 |
|
|
2023
Q4 | $698K | Buy |
18,916
+4,752
| +34% | +$175K | 0.07% | 227 |
|
|
2023
Q3 | $405K | Buy |
+14,164
| New | +$405K | 0.05% | 234 |
|