World Equity 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
Q1 | – | Sell |
-5,050
| Closed | -$219K | – | 369 |
|
|
2024
Q4 | $219K | Buy |
+5,050
| New | +$219K | 0.05% | 333 |
|
|
2024
Q3 | – | Sell |
-5,430
| Closed | -$211K | – | 314 |
|
|
2024
Q2 | $211K | Sell |
5,430
-402
| -7% | -$15.6K | 0.06% | 254 |
|
|
2024
Q1 | $227K | Buy |
5,832
+351
| +6% | +$13.7K | 0.05% | 275 |
|
|
2023
Q4 | $202K | Buy |
+5,481
| New | +$202K | 0.04% | 315 |
|