Alliance Wealth Advisors (Pennsylvania)’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
Q4 | $556K | Buy |
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|
2025
Q3 | $507K | Buy |
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|
2025
Q2 | $477K | Buy |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $334K | Sell |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $256K | Buy |
|