Operose Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-185
| Closed | -$8.03K | – | 448 |
|
|
2024
Q4 | $8.03K | Sell |
185
-995
| -84% | -$43.2K | ﹤0.01% | 322 |
|
|
2024
Q3 | $50.5K | Buy |
1,180
+865
| +275% | +$37K | 0.02% | 273 |
|
|
2024
Q2 | $12.2K | Hold |
315
| – | – | ﹤0.01% | 419 |
|
|
2024
Q1 | $12.3K | Sell |
315
-574
| -65% | -$22.4K | ﹤0.01% | 458 |
|
|
2023
Q4 | $32.8K | Sell |
889
-211
| -19% | -$7.79K | 0.01% | 277 |
|
|
2023
Q3 | $31.5K | Buy |
+1,100
| New | +$31.5K | 0.01% | 393 |
|
|
2023
Q1 | – | Sell |
-418
| Closed | -$18K | – | 390 |
|
|
2022
Q4 | $18K | Hold |
418
| – | – | 0.01% | 229 |
|
|
2022
Q3 | $18K | Buy |
+418
| New | +$18K | 0.01% | 224 |
|