PFW Advisors’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 | $213K | Sell |
4,951
-273
| -5% | -$11.7K | 0.07% | 120 |
|
|
2025
Q1 | $215K | Buy |
5,224
+3
| +0.1% | +$123 | 0.07% | 115 |
|
|
2024
Q4 | $227K | Buy |
+5,221
| New | +$227K | 0.07% | 112 |
|
|
2024
Q2 | $203K | Buy |
5,214
+6
| +0.1% | +$233 | 0.06% | 116 |
|
|
2024
Q1 | $203K | Buy |
+5,208
| New | +$203K | 0.06% | 120 |
|
|
2019
Q3 | $223K | Buy |
+5,216
| New | +$223K | 0.07% | 113 |
|