Sonora Investment Management Group’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 | $15.4M | Buy |
357,388
+15,370
| +4% | +$661K | 1.14% | 27 |
|
|
2025
Q1 | $14.1M | Buy |
342,018
+6,815
| +2% | +$280K | 1.11% | 31 |
|
|
2024
Q4 | $14.5M | Buy |
335,203
+4,965
| +2% | +$215K | 1.11% | 31 |
|
|
2024
Q3 | $14.1M | Buy |
330,238
+16,446
| +5% | +$703K | 1.05% | 29 |
|
|
2024
Q2 | $12.2M | Hold |
313,792
| – | – | 0.96% | 36 |
|
|
2024
Q1 | $12.2M | Buy |
313,792
+22,297
| +8% | +$869K | 0.96% | 36 |
|
|
2023
Q4 | $10.8M | Buy |
291,495
+11,575
| +4% | +$427K | 0.88% | 43 |
|
|
2023
Q3 | $8.01M | Buy |
279,920
+13,234
| +5% | +$379K | 0.69% | 52 |
|
|
2023
Q2 | $8.09M | Buy |
266,686
+11,478
| +4% | +$348K | 0.68% | 55 |
|
|
2023
Q1 | $8.7M | Buy |
255,208
+28,970
| +13% | +$988K | 0.76% | 49 |
|
|
2022
Q4 | $9.74M | Buy |
226,238
+12,139
| +6% | +$522K | 0.89% | 37 |
|
|
2022
Q3 | $10.2M | Hold |
214,099
| – | – | 1.31% | 24 |
|
|
2022
Q2 | $10.2M | Buy |
214,099
+22,952
| +12% | +$1.09M | 0.96% | 34 |
|
|
2022
Q1 | $10.8M | Buy |
191,147
+7,086
| +4% | +$402K | 1.23% | 26 |
|
|
2021
Q4 | $10.8M | Buy |
+184,061
| New | +$10.8M | 1.25% | 23 |
|