Smartleaf Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Sell |
18,524
-2,951
| -14% | -$126K | 0.07% | 293 |
|
|
2025
Q1 | $869K | Buy |
21,475
+1,532
| +8% | +$62K | 0.08% | 259 |
|
|
2024
Q4 | $865K | Buy |
19,943
+1,724
| +9% | +$74.8K | 0.09% | 244 |
|
|
2024
Q3 | $775K | Buy |
18,219
+2,376
| +15% | +$101K | 0.09% | 238 |
|
|
2024
Q2 | $600K | Buy |
15,843
+3,281
| +26% | +$124K | 0.1% | 229 |
|
|
2024
Q1 | $485K | Sell |
12,562
-1,418
| -10% | -$54.7K | 0.09% | 221 |
|
|
2023
Q4 | $519K | Buy |
+13,980
| New | +$519K | 0.14% | 166 |
|