Principal Securities’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 | $1.8M | Sell |
41,780
-10,213
| -20% | -$439K | 0.03% | 448 |
|
2025
Q1 | $2.26M | Buy |
51,993
+94
| +0.2% | +$4.08K | 0.05% | 321 |
|
2024
Q4 | $2.25M | Buy |
51,899
+3,041
| +6% | +$132K | 0.05% | 319 |
|
2024
Q3 | $2.09M | Buy |
48,858
+1,812
| +4% | +$77.5K | 0.05% | 331 |
|
2024
Q2 | $1.83M | Buy |
47,046
+2,709
| +6% | +$105K | 0.05% | 320 |
|
2024
Q1 | $1.73M | Buy |
44,337
+1,200
| +3% | +$46.8K | 0.05% | 308 |
|
2023
Q4 | $1.59M | Buy |
+43,137
| New | +$1.59M | 0.06% | 294 |
|