Rise 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 | $34K | Buy |
791
+9
| +1% | +$387 | 0.01% | 310 |
|
|
2025
Q1 | $32.2K | Sell |
782
-70
| -8% | -$2.88K | 0.01% | 310 |
|
|
2024
Q4 | $37K | Buy |
852
+9
| +1% | +$390 | 0.02% | 315 |
|
|
2024
Q3 | $36.1K | Buy |
843
+10
| +1% | +$428 | 0.02% | 326 |
|
|
2024
Q2 | $32.4K | Buy |
833
+11
| +1% | +$427 | 0.02% | 342 |
|
|
2024
Q1 | $32K | Buy |
+822
| New | +$32K | 0.02% | 357 |
|