Addison Advisors’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 | $10.5K | Buy |
+245
| New | +$10.5K | ﹤0.01% | 612 |
|
|
2024
Q1 | – | Sell |
-46
| Closed | -$1.7K | – | 739 |
|
|
2023
Q4 | $1.7K | Hold |
46
| – | – | ﹤0.01% | 630 |
|
|
2023
Q3 | $1.32K | Buy |
+46
| New | +$1.32K | ﹤0.01% | 608 |
|
|
2023
Q1 | – | Sell |
-143
| Closed | -$6.15K | – | 776 |
|
|
2022
Q4 | $6.15K | Sell |
143
-19
| -12% | -$818 | ﹤0.01% | 482 |
|
|
2022
Q3 | $7K | Buy |
162
+4
| +3% | +$173 | ﹤0.01% | 475 |
|
|
2022
Q2 | $7K | Buy |
158
+119
| +305% | +$5.27K | ﹤0.01% | 475 |
|
|
2022
Q1 | $2K | Buy |
39
+5
| +15% | +$256 | ﹤0.01% | 593 |
|
|
2021
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 547 |
|