Aevitas Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $448K | Sell |
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|
2019
Q3 | $878K | Buy |
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|
2019
Q2 | $806K | Sell |
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|
2019
Q1 | $882K | Buy |
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|
2018
Q4 | $819K | Buy |
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|
2018
Q3 | $890K | Buy |
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|
2018
Q2 | $922K | Sell |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.05M | Buy |
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