Advisory Alpha’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 | – | Sell |
-5,782
| Closed | -$238K | – | 497 |
|
|
2025
Q1 | $238K | Buy |
5,782
+318
| +6% | +$13.1K | 0.01% | 403 |
|
|
2024
Q4 | $237K | Sell |
5,464
-115
| -2% | -$4.99K | 0.01% | 383 |
|
|
2024
Q3 | $239K | Buy |
+5,579
| New | +$239K | 0.01% | 370 |
|
|
2023
Q3 | – | Sell |
-7,526
| Closed | -$228K | – | 333 |
|
|
2023
Q2 | $228K | Sell |
7,526
-144
| -2% | -$4.37K | 0.01% | 295 |
|
|
2023
Q1 | $262K | Sell |
7,670
-80
| -1% | -$2.73K | 0.02% | 238 |
|
|
2022
Q4 | $333K | Sell |
7,750
-1,565
| -17% | -$67.3K | 0.02% | 201 |
|
|
2022
Q3 | $406K | Buy |
9,315
+19
| +0.2% | +$828 | 0.03% | 175 |
|
|
2022
Q2 | $441K | Sell |
9,296
-1,310
| -12% | -$62.1K | 0.03% | 168 |
|
|
2022
Q1 | $601K | Buy |
10,606
+535
| +5% | +$30.3K | 0.04% | 160 |
|
|
2021
Q4 | $590K | Sell |
10,071
-525
| -5% | -$30.8K | 0.03% | 160 |
|
|
2021
Q3 | $621K | Buy |
+10,596
| New | +$621K | 0.04% | 142 |
|
|
2020
Q4 | – | Sell |
-113
| Closed | -$5K | – | 580 |
|
|
2020
Q3 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 519 |
|
|
2020
Q2 | – | Sell |
-127
| Closed | -$4.36K | – | 560 |
|
|
2020
Q1 | $4.36K | Buy |
127
+14
| +12% | +$480 | ﹤0.01% | 507 |
|
|
2019
Q4 | $6.35K | Buy |
+113
| New | +$6.35K | ﹤0.01% | 544 |
|