Prosperity Capital 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 | $339K | Buy |
7,886
+394
| +5% | +$16.9K | 0.03% | 213 |
|
|
2025
Q1 | $307K | Buy |
7,492
+3
| +0% | +$123 | 0.02% | 291 |
|
|
2024
Q4 | $325K | Sell |
7,489
-4,469
| -37% | -$194K | 0.03% | 272 |
|
|
2024
Q3 | $511K | Buy |
11,958
+4,070
| +52% | +$174K | 0.04% | 218 |
|
|
2024
Q2 | $306K | Sell |
7,888
-3,593
| -31% | -$140K | 0.03% | 244 |
|
|
2024
Q1 | $448K | Buy |
11,481
+4,936
| +75% | +$192K | 0.05% | 220 |
|
|
2023
Q4 | $242K | Buy |
+6,545
| New | +$242K | 0.03% | 233 |
|