Principle Wealth Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
63,046
-1,529
| -2% | -$65.7K | 0.17% | 105 |
|
|
2025
Q1 | $2.66M | Buy |
64,575
+17
| +0% | +$700 | 0.19% | 105 |
|
|
2024
Q4 | $2.8M | Sell |
64,558
-1,954
| -3% | -$84.8K | 0.2% | 106 |
|
|
2024
Q3 | $2.84M | Buy |
66,512
+2,733
| +4% | +$117K | 0.2% | 104 |
|
|
2024
Q2 | $2.48M | Buy |
63,779
+8
| +0% | +$311 | 0.19% | 110 |
|
|
2024
Q1 | $2.49M | Buy |
63,771
+558
| +0.9% | +$21.8K | 0.19% | 110 |
|
|
2023
Q4 | $2.33M | Buy |
63,213
+7,444
| +13% | +$275K | 0.2% | 112 |
|
|
2023
Q3 | $1.6M | Buy |
55,769
+41,069
| +279% | +$1.17M | 0.16% | 118 |
|
|
2023
Q2 | $446K | Buy |
+14,700
| New | +$446K | 0.04% | 210 |
|
|
2023
Q1 | – | Sell |
-4,721
| Closed | -$203K | – | 324 |
|
|
2022
Q4 | $203K | Buy |
+4,721
| New | +$203K | 0.02% | 304 |
|
|
2022
Q2 | – | Sell |
-4,094
| Closed | -$232K | – | 326 |
|
|
2022
Q1 | $232K | Hold |
4,094
| – | – | 0.02% | 293 |
|
|
2021
Q4 | $240K | Buy |
4,094
+244
| +6% | +$14.3K | 0.03% | 290 |
|
|
2021
Q3 | $226K | Hold |
3,850
| – | – | 0.03% | 293 |
|
|
2021
Q2 | $214K | Hold |
3,850
| – | – | 0.02% | 300 |
|
|
2021
Q1 | $225K | Buy |
+3,850
| New | +$225K | 0.03% | 271 |
|