PSI 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 | – | Sell |
-188
| Closed | -$7.74K | – | 627 |
|
|
2025
Q1 | $7.74K | Hold |
188
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $8.16K | Hold |
188
| – | – | ﹤0.01% | 559 |
|
|
2024
Q3 | $8.04K | Sell |
188
-100
| -35% | -$4.28K | ﹤0.01% | 573 |
|
|
2024
Q2 | $11.2K | Hold |
288
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $11.2K | Sell |
288
-300
| -51% | -$11.7K | ﹤0.01% | 467 |
|
|
2023
Q4 | $21.7K | Buy |
588
+50
| +9% | +$1.85K | 0.01% | 396 |
|
|
2023
Q3 | $15.4K | Sell |
538
-707
| -57% | -$20.2K | 0.01% | 432 |
|
|
2023
Q2 | $37.8K | Buy |
1,245
+1,150
| +1,211% | +$34.9K | 0.02% | 283 |
|
|
2023
Q1 | $3.24K | Hold |
95
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $4.09K | Hold |
95
| – | – | ﹤0.01% | 542 |
|
|
2022
Q3 | $4K | Sell |
95
-93
| -49% | -$3.92K | ﹤0.01% | 565 |
|
|
2022
Q2 | $9K | Hold |
188
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $11K | Buy |
188
+94
| +100% | +$5.5K | ﹤0.01% | 463 |
|
|
2021
Q4 | $6K | Buy |
94
+1
| +1% | +$64 | ﹤0.01% | 576 |
|
|
2021
Q3 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 585 |
|