Symphony Financial’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 | $1.19M | Buy |
25,030
+8,682
| +53% | +$412K | 0.16% | 106 |
|
|
2025
Q1 | $592K | Sell |
16,348
-13,737
| -46% | -$497K | 0.35% | 52 |
|
|
2024
Q4 | $1.41M | Buy |
30,085
+1,871
| +7% | +$87.4K | 0.22% | 86 |
|
|
2024
Q3 | $1.19M | Buy |
28,214
+3,468
| +14% | +$146K | 0.2% | 90 |
|
|
2024
Q2 | $966K | Buy |
+24,746
| New | +$966K | 0.18% | 98 |
|
|
2024
Q1 | – | Sell |
-20,159
| Closed | -$756K | – | 206 |
|
|
2023
Q4 | $756K | Buy |
+20,159
| New | +$756K | 0.16% | 108 |
|