Partners in Financial Planning’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 | $637K | Hold |
14,808
| – | – | 0.12% | 59 |
|
|
2025
Q1 | $609K | Buy |
14,808
+1,128
| +8% | +$46.4K | 0.12% | 59 |
|
|
2024
Q4 | $593K | Hold |
13,680
| – | – | 0.12% | 58 |
|
|
2024
Q3 | $585K | Buy |
13,680
+39
| +0.3% | +$1.67K | 0.12% | 61 |
|
|
2024
Q2 | $530K | Buy |
13,641
+30
| +0.2% | +$1.17K | 0.12% | 60 |
|
|
2024
Q1 | $531K | Hold |
13,611
| – | – | 0.12% | 60 |
|
|
2023
Q4 | $503K | Hold |
13,611
| – | – | 0.12% | 60 |
|
|
2023
Q3 | $389K | Hold |
13,611
| – | – | 0.1% | 67 |
|
|
2023
Q2 | $413K | Sell |
13,611
-9,929
| -42% | -$301K | 0.11% | 66 |
|
|
2023
Q1 | $803K | Hold |
23,540
| – | – | 0.21% | 48 |
|
|
2022
Q4 | $1.03M | Sell |
23,540
-18
| -0.1% | -$785 | 0.28% | 41 |
|
|
2022
Q3 | $1.08M | Sell |
23,558
-35
| -0.1% | -$1.6K | 0.31% | 37 |
|
|
2022
Q2 | $1.14M | Sell |
23,593
-1,806
| -7% | -$87.6K | 0.36% | 30 |
|
|
2022
Q1 | $1.29M | Sell |
25,399
-3,361
| -12% | -$171K | 0.41% | 28 |
|
|
2021
Q4 | $1.83M | Buy |
28,760
+29
| +0.1% | +$1.84K | 0.56% | 22 |
|
|
2021
Q3 | $1.69M | Buy |
28,731
+39
| +0.1% | +$2.29K | 0.53% | 22 |
|
|
2021
Q2 | $1.59M | Buy |
+28,692
| New | +$1.59M | 0.5% | 25 |
|