Wealth 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 | $3.44M | Sell |
79,994
-11,619
| -13% | -$500K | 3.41% | 7 |
|
|
2025
Q1 | $3.77M | Buy |
91,613
+3,007
| +3% | +$124K | 2.44% | 8 |
|
|
2024
Q4 | $3.84M | Sell |
88,606
-415
| -0.5% | -$18K | 2.49% | 8 |
|
|
2024
Q3 | $3.81M | Buy |
89,021
+260
| +0.3% | +$11.1K | 2.55% | 8 |
|
|
2024
Q2 | $3.45M | Sell |
88,761
-184
| -0.2% | -$7.15K | 2.47% | 8 |
|
|
2024
Q1 | $3.47M | Buy |
+88,945
| New | +$3.47M | 2.62% | 6 |
|