Abound Wealth Management’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 | $89.8K | Buy |
2,089
+1,199
| +135% | +$51.6K | 0.03% | 135 |
|
|
2025
Q1 | $36.6K | Sell |
890
-149
| -14% | -$6.13K | 0.01% | 229 |
|
|
2024
Q4 | $45.1K | Buy |
1,039
+112
| +12% | +$4.86K | 0.01% | 192 |
|
|
2024
Q3 | $39.7K | Sell |
927
-147
| -14% | -$6.29K | 0.01% | 206 |
|
|
2024
Q2 | $41.7K | Buy |
1,074
+157
| +17% | +$6.1K | 0.02% | 171 |
|
|
2024
Q1 | $35.8K | Buy |
917
+20
| +2% | +$780 | 0.01% | 180 |
|
|
2023
Q4 | $33.1K | Sell |
897
-750
| -46% | -$27.7K | 0.01% | 186 |
|
|
2023
Q3 | $47.1K | Buy |
1,647
+53
| +3% | +$1.52K | 0.02% | 139 |
|
|
2023
Q2 | $48.4K | Buy |
1,594
+41
| +3% | +$1.25K | 0.02% | 135 |
|
|
2023
Q1 | $53K | Buy |
1,553
+7
| +0.5% | +$239 | 0.02% | 120 |
|
|
2022
Q4 | $66.5K | Buy |
1,546
+88
| +6% | +$3.79K | 0.03% | 92 |
|
|
2022
Q3 | $63.5K | Buy |
+1,458
| New | +$63.5K | 0.03% | 94 |
|