Plato Investment 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 | $907K | Buy |
21,182
+4,383
| +26% | +$188K | 0.07% | 274 |
|
|
2025
Q1 | $699K | Buy |
16,799
+4,078
| +32% | +$170K | 0.06% | 292 |
|
|
2024
Q4 | $554K | Hold |
12,721
| – | – | 0.04% | 330 |
|
|
2024
Q3 | $544K | Buy |
12,721
+6,184
| +95% | +$264K | 0.04% | 309 |
|
|
2024
Q2 | $254K | Buy |
6,537
+2,125
| +48% | +$82.6K | 0.02% | 322 |
|
|
2024
Q1 | $172K | Buy |
4,412
+1,556
| +54% | +$60.7K | 0.02% | 327 |
|
|
2023
Q4 | $105K | Buy |
+2,856
| New | +$105K | 0.13% | 153 |
|