Alaethes Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Hold |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $204K | Hold |
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|
2024
Q3 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $288K | Buy |
|