Abundance Wealth Counselors’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 | $1.97M | Buy |
45,886
+723
| +2% | +$31.1K | 0.37% | 45 |
|
|
2025
Q1 | $1.86M | Buy |
45,163
+3,776
| +9% | +$155K | 0.39% | 44 |
|
|
2024
Q4 | $1.8M | Buy |
41,387
+673
| +2% | +$29.2K | 0.39% | 42 |
|
|
2024
Q3 | $1.74M | Buy |
40,714
+14,719
| +57% | +$629K | 0.36% | 45 |
|
|
2024
Q2 | $1.01M | Buy |
+25,995
| New | +$1.01M | 0.46% | 40 |
|
|
2023
Q2 | – | Sell |
-17,094
| Closed | -$583K | – | 133 |
|
|
2023
Q1 | $583K | Buy |
17,094
+2,120
| +14% | +$72.3K | 0.15% | 94 |
|
|
2022
Q4 | $644K | Buy |
14,974
+1,136
| +8% | +$48.9K | 0.18% | 83 |
|
|
2022
Q3 | $603K | Buy |
13,838
+305
| +2% | +$13.3K | 0.17% | 78 |
|
|
2022
Q2 | $642K | Buy |
13,533
+941
| +7% | +$44.6K | 0.17% | 81 |
|
|
2022
Q1 | $714K | Buy |
12,592
+5,970
| +90% | +$339K | 0.19% | 74 |
|
|
2021
Q4 | $388K | Buy |
+6,622
| New | +$388K | 0.1% | 88 |
|
|
2021
Q2 | – | Sell |
-3,108
| Closed | -$181K | – | 309 |
|
|
2021
Q1 | $181K | Buy |
+3,108
| New | +$181K | 0.05% | 81 |
|
|
2019
Q3 | – | Sell |
-5,294
| Closed | -$260K | – | 35 |
|
|
2019
Q2 | $260K | Buy |
5,294
+921
| +21% | +$45.2K | 0.08% | 24 |
|
|
2019
Q1 | $203K | Buy |
+4,373
| New | +$203K | 0.07% | 26 |
|