Socorro 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
Q2 | $7.45M | Sell |
173,365
-17,103
| -9% | -$735K | 2.49% | 26 |
|
|
2025
Q1 | $7.84M | Buy |
190,468
+3,630
| +2% | +$149K | 2.7% | 26 |
|
|
2024
Q4 | $8.11M | Hold |
186,838
| – | – | 3.17% | 15 |
|
|
2024
Q3 | $7.99M | Sell |
186,838
-40,017
| -18% | -$1.71M | 3.03% | 22 |
|
|
2024
Q2 | $8.81M | Sell |
226,855
-21,729
| -9% | -$844K | 3.43% | 12 |
|
|
2024
Q1 | $9.69M | Buy |
248,584
+41,700
| +20% | +$1.63M | 3.7% | 7 |
|
|
2023
Q4 | $7.64M | Buy |
206,884
+7,710
| +4% | +$285K | 3.37% | 20 |
|
|
2023
Q3 | $5.7M | Hold |
199,174
| – | – | 2.66% | 27 |
|
|
2023
Q2 | $6.04M | Buy |
199,174
+11,674
| +6% | +$354K | 2.55% | 27 |
|
|
2023
Q1 | $6.39M | Buy |
+187,500
| New | +$6.39M | 2.82% | 23 |
|