TI
tru Independence’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
7,459
+101
| +1% | +$4.34K | 0.09% | 100 |
|
|
2025
Q1 | $303K | Buy |
7,358
+49
| +0.7% | +$2.02K | 0.09% | 97 |
|
|
2024
Q4 | $317K | Buy |
7,309
+46
| +0.6% | +$2K | 0.1% | 93 |
|
|
2024
Q3 | $311K | Sell |
7,263
-122,441
| -94% | -$5.24M | 0.09% | 94 |
|
|
2024
Q2 | $5.04M | Sell |
129,704
-3,191
| -2% | -$124K | 1.52% | 30 |
|
|
2024
Q1 | $5.18M | Sell |
132,895
-1,124
| -0.8% | -$43.8K | 1.53% | 32 |
|
|
2023
Q4 | $4.95M | Sell |
134,019
-1,148
| -0.8% | -$42.4K | 1.5% | 30 |
|
|
2023
Q3 | $3.87M | Buy |
135,167
+9,200
| +7% | +$263K | 1.34% | 38 |
|
|
2023
Q2 | $3.82M | Buy |
125,967
+11,285
| +10% | +$342K | 1.26% | 40 |
|
|
2023
Q1 | $3.91M | Sell |
114,682
-1,636
| -1% | -$55.8K | 1.26% | 44 |
|
|
2022
Q4 | $5.01M | Buy |
116,318
+8,878
| +8% | +$382K | 1.62% | 31 |
|
|
2022
Q3 | $4.68M | Buy |
107,440
+3,944
| +4% | +$172K | 1.65% | 26 |
|
|
2022
Q2 | $4.91M | Buy |
103,496
+9,648
| +10% | +$458K | 1.58% | 33 |
|
|
2022
Q1 | $5.32M | Sell |
93,848
-34,466
| -27% | -$1.95M | 1.44% | 32 |
|
|
2021
Q4 | $7.51M | Sell |
128,314
-4,102
| -3% | -$240K | 2.05% | 5 |
|
|
2021
Q3 | $7.77M | Sell |
132,416
-6,346
| -5% | -$372K | 2.17% | 2 |
|
|
2021
Q2 | $7.7M | Buy |
138,762
+299
| +0.2% | +$16.6K | 2.27% | 4 |
|
|
2021
Q1 | $8.08M | Buy |
138,463
+381
| +0.3% | +$22.2K | 1.53% | 9 |
|
|
2020
Q4 | $6.62K | Buy |
138,082
+2,591
| +2% | +$124 | 0.01% | 276 |
|
|
2020
Q3 | $5.16M | Sell |
135,491
-6,562
| -5% | -$250K | 1.46% | 24 |
|
|
2020
Q2 | $5.33K | Buy |
142,053
+56,698
| +66% | +$2.13K | 0.77% | 27 |
|
|
2020
Q1 | $2.63K | Sell |
85,355
-79,431
| -48% | -$2.45K | 0.43% | 64 |
|
|
2019
Q4 | $7.11M | Buy |
+164,786
| New | +$7.11M | 1.02% | 31 |
|