1776 Wealth’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 | – | Sell |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $286K | Sell |
|
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|
2024
Q3 | $449K | Hold |
|
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|
2024
Q2 | $408K | Sell |
|
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|
2024
Q1 | $435K | Sell |
|
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|
2023
Q4 | $424K | Sell |
|
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|
2023
Q3 | $372K | Sell |
|
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|
2023
Q2 | $467K | Buy |
|
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|
2023
Q1 | $504K | Buy |
|
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|
2022
Q4 | $605K | Buy |
|
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $368K | Buy |
|
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $14K | Buy |
|