1776 Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
5,100
| – | – | 0.09% | 134 |
|
|
2025
Q1 | $210K | Sell |
5,100
-1,500
| -23% | -$61.7K | 0.1% | 132 |
|
|
2024
Q4 | $286K | Sell |
6,600
-3,900
| -37% | -$169K | 0.13% | 118 |
|
|
2024
Q3 | $449K | Hold |
10,500
| – | – | 0.2% | 97 |
|
|
2024
Q2 | $408K | Sell |
10,500
-650
| -6% | -$25.3K | 0.18% | 104 |
|
|
2024
Q1 | $435K | Sell |
11,150
-339
| -3% | -$13.2K | 0.21% | 93 |
|
|
2023
Q4 | $424K | Sell |
11,489
-1,500
| -12% | -$55.4K | 0.21% | 87 |
|
|
2023
Q3 | $372K | Sell |
12,989
-2,400
| -16% | -$68.7K | 0.2% | 90 |
|
|
2023
Q2 | $467K | Buy |
15,389
+600
| +4% | +$18.2K | 0.25% | 75 |
|
|
2023
Q1 | $504K | Buy |
14,789
+739
| +5% | +$25.2K | 0.3% | 61 |
|
|
2022
Q4 | $605K | Buy |
14,050
+4,700
| +50% | +$202K | 0.43% | 45 |
|
|
2022
Q3 | $407K | Buy |
9,350
+1,600
| +21% | +$69.6K | 0.31% | 67 |
|
|
2022
Q2 | $368K | Buy |
+7,750
| New | +$368K | 0.26% | 73 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$14K | – | 373 |
|
|
2020
Q1 | $14K | Hold |
250
| – | – | 0.01% | 301 |
|
|
2019
Q4 | $14K | Buy |
+250
| New | +$14K | 0.01% | 259 |
|