NFP Retirement Inc’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 | $383K | Sell |
8,915
-694
| -7% | -$29.8K | 0.03% | 229 |
|
|
2025
Q1 | $395K | Buy |
9,609
+9
| +0.1% | +$370 | 0.03% | 203 |
|
|
2024
Q4 | $416K | Buy |
9,600
+10
| +0.1% | +$434 | 0.03% | 203 |
|
|
2024
Q3 | $410K | Buy |
9,590
+9
| +0.1% | +$385 | 0.03% | 203 |
|
|
2024
Q2 | $372K | Buy |
9,581
+11
| +0.1% | +$427 | 0.03% | 208 |
|
|
2024
Q1 | $373K | Buy |
9,570
+191
| +2% | +$7.45K | 0.03% | 209 |
|
|
2023
Q4 | $346K | Buy |
9,379
+46
| +0.5% | +$1.7K | 0.06% | 175 |
|
|
2023
Q3 | $267K | Buy |
9,333
+13
| +0.1% | +$372 | 0.05% | 194 |
|
|
2023
Q2 | $283K | Buy |
9,320
+12
| +0.1% | +$364 | 0.05% | 188 |
|
|
2023
Q1 | $317K | Buy |
9,308
+8
| +0.1% | +$273 | 0.06% | 190 |
|
|
2022
Q4 | $400K | Buy |
9,300
+9
| +0.1% | +$387 | 0.09% | 165 |
|
|
2022
Q3 | $405K | Buy |
9,291
+8
| +0.1% | +$348 | 0.1% | 152 |
|
|
2022
Q2 | $440K | Buy |
9,283
+7
| +0.1% | +$332 | 0.11% | 146 |
|
|
2022
Q1 | $526K | Buy |
+9,276
| New | +$526K | 0.12% | 128 |
|