David Katz - Matrix Asset Advisors
Holding/activity history for Truist Financial Corp. (TFC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q1 | 0 | 0 | Sell 100.00% | 3.10 | |
| 2022 Q4 | 480,243 | 3.10 | Reduce 1.31% | 0.04 | $43.03 |
| 2022 Q3 | 486,631 | 3.47 | Reduce 4.61% | 0.17 | $43.54 |
| 2022 Q2 | 510,158 | 3.72 | Add 21.69% | 0.66 | $47.43 |
| 2022 Q1 | 419,232 | 3.20 | Add 4.80% | 0.15 | $56.70 |
| 2021 Q4 | 400,045 | 3.05 | Add 1.42% | 0.04 | $58.55 |
| 2021 Q3 | 394,440 | 3.26 | Add 4.01% | 0.13 | $58.65 |
| 2021 Q2 | 379,235 | 3.03 | Add 3.92% | 0.11 | $55.50 |
| 2021 Q1 | 364,939 | 3.18 | Add 1.03% | 0.03 | $58.32 |
| 2020 Q4 | 361,212 | 2.92 | Reduce 0.63% | 0.02 | $47.93 |
| 2020 Q3 | 363,496 | 2.69 | Reduce 5.85% | 0.17 | $38.05 |
| 2020 Q2 | 386,093 | 2.78 | Add 12.62% | 0.31 | $37.55 |
| 2020 Q1 | 342,824 | 2.41 | Add 1102.89% | 2.21 | $30.84 |
| 2019 Q4 | 28,500 | 2.85 | Buy | 2.85 | $56.32 |