North Reef Capital 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 | $14M | Sell |
325,000
-175,001
| -35% | -$7.52M | 0.62% | 22 |
|
|
2025
Q1 | $20.6M | Buy |
+500,001
| New | +$20.6M | 0.89% | 21 |
|
|
2024
Q3 | – | Sell |
-2,300,000
| Closed | -$89.4M | – | 54 |
|
|
2024
Q2 | $89.4M | Buy |
2,300,000
+650,000
| +39% | +$25.3M | 4.14% | 10 |
|
|
2024
Q1 | $64.3M | Sell |
1,650,000
-350,000
| -18% | -$13.6M | 3.35% | 14 |
|
|
2023
Q4 | $73.8M | Sell |
2,000,000
-335,000
| -14% | -$12.4M | 4.3% | 9 |
|
|
2023
Q3 | $66.8M | Buy |
+2,335,000
| New | +$66.8M | 4.22% | 10 |
|