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