Alaethes Wealth’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 | $202K | Buy |
+4,694
| New | +$202K | 0.06% | 107 |
|
|
2025
Q1 | – | Sell |
-4,694
| Closed | -$204K | – | 115 |
|
|
2024
Q4 | $204K | Hold |
4,694
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $201K | Buy |
+4,694
| New | +$201K | 0.07% | 112 |
|
|
2023
Q1 | – | Sell |
-4,700
| Closed | -$202K | – | 111 |
|
|
2022
Q4 | $202K | Hold |
4,700
| – | – | 0.14% | 102 |
|
|
2022
Q3 | $205K | Hold |
4,700
| – | – | 0.15% | 98 |
|
|
2022
Q2 | $223K | Sell |
4,700
-243
| -5% | -$11.5K | 0.17% | 97 |
|
|
2022
Q1 | $280K | Hold |
4,943
| – | – | 0.18% | 94 |
|
|
2021
Q4 | $289K | Hold |
4,943
| – | – | 0.18% | 88 |
|
|
2021
Q3 | $290K | Hold |
4,943
| – | – | 0.21% | 85 |
|
|
2021
Q2 | $274K | Hold |
4,943
| – | – | 0.21% | 83 |
|
|
2021
Q1 | $288K | Buy |
+4,943
| New | +$288K | 0.27% | 81 |
|