TIA
Trust Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,941
| Closed | -$821K | – | 139 |
|
|
2025
Q1 | $821K | Buy |
19,941
+560
| +3% | +$23K | 0.53% | 56 |
|
|
2024
Q4 | $841K | Sell |
19,381
-5,517
| -22% | -$239K | 0.54% | 57 |
|
|
2024
Q3 | $1.06M | Buy |
24,898
+4,995
| +25% | +$214K | 0.68% | 49 |
|
|
2024
Q2 | $773K | Buy |
19,903
+872
| +5% | +$33.9K | 0.49% | 67 |
|
|
2024
Q1 | $742K | Sell |
19,031
-46
| -0.2% | -$1.79K | 0.54% | 65 |
|
|
2023
Q4 | $704K | Buy |
19,077
+1,228
| +7% | +$45.3K | 0.55% | 68 |
|
|
2023
Q3 | $511K | Sell |
17,849
-609
| -3% | -$17.4K | 0.44% | 73 |
|
|
2023
Q2 | $560K | Buy |
+18,458
| New | +$560K | 0.45% | 73 |
|