Fee-Only Financial Planning, L.C. TFC Holdings History
Number of Shares
15,041.00
Current Holdings Value*
$618,940.00
% of Portfolio
0.42%
Total Estimate Gain
$23,364.16
% of Total Estimate Gain
2.66%
Fee-Only Financial Planning, L.C.'s Truist Financial Corp Holding Summary
As of 2025-03-31, Fee-Only Financial Planning, L.C. held 15,041.00 shares of Truist Financial Corp(TFC), totaling $618,940.00. This investment constitutes 0.42% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0% of the outstanding Truist Financial Corp(TFC) stock.
The initial trade took place in 2022Q4. In addition, there have been 4 sales at an average price of $43.12 for 4,973.00 shares. Based on historical transaction data and TFC's current price of $45.67, Fee-Only Financial Planning, L.C.'s estimated gain on his TFC holdings is $23,364.16, reflecting a 2.66% gain to date.
Fee-Only Financial Planning, L.C. TFC ($45.67) Holding Chart
Fee-Only Financial Planning, L.C. TFC ($45.67) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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