The Family Firm’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 |
-4,758
| Closed | -$206K | – | 219 |
|
|
2024
Q4 | $206K | Buy |
4,758
+17
| +0.4% | +$738 | 0.05% | 205 |
|
|
2024
Q3 | $203K | Buy |
4,741
+18
| +0.4% | +$770 | 0.04% | 210 |
|
|
2024
Q2 | $184K | Buy |
+4,723
| New | +$184K | 0.04% | 208 |
|
|
2022
Q4 | – | Sell |
-5,128
| Closed | -$223K | – | 182 |
|
|
2022
Q3 | $223K | Sell |
5,128
-3,159
| -38% | -$137K | 0.07% | 159 |
|
|
2022
Q2 | $393K | Buy |
+8,287
| New | +$393K | 0.12% | 113 |
|