Accordant Advisory Group’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 | $185K | Hold |
4,299
| – | – | 0.14% | 56 |
|
|
2025
Q1 | $177K | Hold |
4,299
| – | – | 0.17% | 42 |
|
|
2024
Q4 | $186K | Sell |
4,299
-225
| -5% | -$9.76K | 0.18% | 45 |
|
|
2024
Q3 | $193K | Buy |
4,524
+3,488
| +337% | +$149K | 0.15% | 46 |
|
|
2024
Q2 | $40.2K | Sell |
1,036
-452
| -30% | -$17.6K | 0.04% | 82 |
|
|
2024
Q1 | $58K | Buy |
+1,488
| New | +$58K | 0.04% | 125 |
|