RFG Advisory’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 | $1.01M | Buy |
23,386
+1,032
| +5% | +$44.4K | 0.02% | 441 |
|
|
2025
Q1 | $920K | Sell |
22,354
-600
| -3% | -$24.7K | 0.02% | 420 |
|
|
2024
Q4 | $996K | Sell |
22,954
-1,026
| -4% | -$44.5K | 0.03% | 366 |
|
|
2024
Q3 | $1.03M | Buy |
23,980
+1,972
| +9% | +$84.3K | 0.03% | 360 |
|
|
2024
Q2 | $855K | Sell |
22,008
-5,610
| -20% | -$218K | 0.03% | 378 |
|
|
2024
Q1 | $1.08M | Buy |
27,618
+377
| +1% | +$14.7K | 0.04% | 339 |
|
|
2023
Q4 | $1.01M | Sell |
27,241
-437
| -2% | -$16.1K | 0.04% | 323 |
|
|
2023
Q3 | $792K | Sell |
27,678
-2,920
| -10% | -$83.5K | 0.04% | 325 |
|
|
2023
Q2 | $929K | Buy |
30,598
+527
| +2% | +$16K | 0.04% | 310 |
|
|
2023
Q1 | $1.03M | Buy |
30,071
+89
| +0.3% | +$3.04K | 0.05% | 272 |
|
|
2022
Q4 | $1.5M | Buy |
29,982
+3,028
| +11% | +$152K | 0.08% | 199 |
|
|
2022
Q3 | $1.2M | Buy |
26,954
+366
| +1% | +$16.3K | 0.07% | 230 |
|
|
2022
Q2 | $1.33M | Buy |
26,588
+2,671
| +11% | +$134K | 0.08% | 194 |
|
|
2022
Q1 | $1.36M | Buy |
+23,917
| New | +$1.36M | 0.09% | 163 |
|
|
2019
Q4 | – | Sell |
-5,703
| Closed | -$304K | – | 381 |
|
|
2019
Q3 | $304K | Buy |
5,703
+288
| +5% | +$15.4K | 0.06% | 245 |
|
|
2019
Q2 | $267K | Buy |
+5,415
| New | +$267K | 0.06% | 249 |
|
|
2019
Q1 | – | Sell |
-10,019
| Closed | -$434K | – | 300 |
|
|
2018
Q4 | $434K | Buy |
+10,019
| New | +$434K | 0.11% | 147 |
|