Alliance Wealth Advisors (Pennsylvania)’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 | $477K | Buy |
11,087
+140
| +1% | +$6.02K | 0.24% | 69 |
|
|
2025
Q1 | $450K | Buy |
10,947
+144
| +1% | +$5.93K | 0.26% | 66 |
|
|
2024
Q4 | $469K | Buy |
10,803
+27
| +0.3% | +$1.17K | 0.26% | 68 |
|
|
2024
Q3 | $461K | Sell |
10,776
-104
| -1% | -$4.45K | 0.26% | 71 |
|
|
2024
Q2 | $423K | Sell |
10,880
-527
| -5% | -$20.5K | 0.27% | 71 |
|
|
2024
Q1 | $445K | Sell |
11,407
-44
| -0.4% | -$1.72K | 0.28% | 68 |
|
|
2023
Q4 | $423K | Buy |
11,451
+2,003
| +21% | +$74K | 0.28% | 69 |
|
|
2023
Q3 | $270K | Buy |
9,448
+233
| +3% | +$6.67K | 0.2% | 97 |
|
|
2023
Q2 | $280K | Hold |
9,215
| – | – | 0.2% | 98 |
|
|
2023
Q1 | $314K | Buy |
9,215
+1,371
| +17% | +$46.8K | 0.24% | 87 |
|
|
2022
Q4 | $338K | Buy |
7,844
+3,083
| +65% | +$133K | 0.28% | 75 |
|
|
2022
Q3 | $207K | Sell |
4,761
-359
| -7% | -$15.6K | 0.19% | 101 |
|
|
2022
Q2 | $243K | Sell |
5,120
-282
| -5% | -$13.4K | 0.21% | 92 |
|
|
2022
Q1 | $306K | Sell |
5,402
-301
| -5% | -$17.1K | 0.25% | 90 |
|
|
2021
Q4 | $334K | Sell |
5,703
-17
| -0.3% | -$996 | 0.27% | 81 |
|
|
2021
Q3 | $335K | Buy |
5,720
+319
| +6% | +$18.7K | 0.3% | 77 |
|
|
2021
Q2 | $300K | Hold |
5,401
| – | – | 0.27% | 80 |
|
|
2021
Q1 | $315K | Buy |
5,401
+55
| +1% | +$3.21K | 0.31% | 76 |
|
|
2020
Q4 | $256K | Buy |
+5,346
| New | +$256K | 0.27% | 85 |
|