Secure Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,572
| Closed | -$285K | – | 349 |
|
|
2024
Q4 | $285K | Sell |
6,572
-173
| -3% | -$7.51K | 0.04% | 259 |
|
|
2024
Q3 | $288K | Sell |
6,745
-2,159
| -24% | -$92.3K | 0.05% | 252 |
|
|
2024
Q2 | $346K | Sell |
8,904
-700
| -7% | -$27.2K | 0.07% | 208 |
|
|
2024
Q1 | $374K | Sell |
9,604
-3,249
| -25% | -$127K | 0.09% | 150 |
|
|
2023
Q4 | $475K | Sell |
12,853
-1,595
| -11% | -$58.9K | 0.13% | 130 |
|
|
2023
Q3 | $413K | Buy |
+14,448
| New | +$413K | 0.12% | 135 |
|