1620 Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $763K | Buy |
|
|||||
|
2025
Q2 | $274K | Buy |
|
|||||
|
2025
Q1 | $251K | Sell |
|
|||||
|
2024
Q4 | $267K | Sell |
|
|||||
|
2024
Q3 | $269K | Buy |
|
|||||
|
2024
Q2 | $240K | Sell |
|
|||||
|
2024
Q1 | $242K | Buy |
|
|||||
|
2023
Q4 | $229K | Sell |
|
|||||
|
2023
Q3 | $208K | Sell |
|
|||||
|
2023
Q2 | $222K | Sell |
|
|||||
|
2023
Q1 | $250K | Buy |
|
|||||
|
2022
Q4 | $307K | Buy |
|
|||||
|
2022
Q3 | $302K | Buy |
|
|||||
|
2022
Q2 | $319K | Buy |
|
|||||
|
2022
Q1 | $382K | Hold |
|
|||||
|
2021
Q4 | $382K | Buy |
|