New York Life 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
$7.65M Buy
178,061
+2,109
+1% +$90.7K 0.07% 240
2025
Q1
$7.24M Sell
175,952
-21,329
-11% -$878K 0.07% 239
2024
Q4
$8.56M Sell
197,281
-884
-0.4% -$38.3K 0.08% 216
2024
Q3
$8.48M Sell
198,165
-5,857
-3% -$251K 0.08% 225
2024
Q2
$7.93M Buy
204,022
+2,567
+1% +$99.7K 0.08% 230
2024
Q1
$7.85M Sell
201,455
-6,982
-3% -$272K 0.08% 231
2023
Q4
$7.7M Buy
208,437
+1,452
+0.7% +$53.6K 0.08% 220
2023
Q3
$5.92M Sell
206,985
-1,177
-0.6% -$33.7K 0.06% 276
2023
Q2
$6.32M Sell
208,162
-292
-0.1% -$8.86K 0.07% 273
2023
Q1
$7.11M Buy
208,454
+21
+0% +$716 0.08% 255
2022
Q4
$8.97M Sell
208,433
-145
-0.1% -$6.24K 0.1% 208
2022
Q3
$9.08M Sell
208,578
-1,828
-0.9% -$79.6K 0.11% 195
2022
Q2
$9.98M Buy
+210,406
New +$9.98M 0.12% 180