Accurate Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
8,266
+584
| +8% | +$26.6K | 0.06% | 317 |
|
|
2025
Q1 | $272K | Buy |
7,682
+688
| +10% | +$24.4K | 0.05% | 311 |
|
|
2024
Q4 | $299K | Sell |
6,994
-1,171
| -14% | -$50.1K | 0.06% | 291 |
|
|
2024
Q3 | $358K | Sell |
8,165
-370
| -4% | -$16.2K | 0.07% | 259 |
|
|
2024
Q2 | $353K | Buy |
8,535
+2,269
| +36% | +$93.7K | 0.08% | 215 |
|
|
2024
Q1 | $231K | Buy |
+6,266
| New | +$231K | 0.07% | 254 |
|
|
2023
Q1 | – | Sell |
-5,129
| Closed | -$236K | – | 1325 |
|
|
2022
Q4 | $236K | Sell |
5,129
-40
| -0.8% | -$1.84K | 0.09% | 195 |
|
|
2022
Q3 | $227K | Buy |
+5,169
| New | +$227K | 0.09% | 168 |
|