AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.5K | Hold |
513
| – | – | 0.01% | 301 |
|
|
2025
Q2 | $22.1K | Hold |
513
| – | – | 0.01% | 307 |
|
|
2025
Q1 | $21.1K | Hold |
513
| – | – | 0.01% | 300 |
|
|
2024
Q4 | $22.3K | Hold |
513
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $21.9K | Hold |
513
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $19.9K | Hold |
513
| – | – | 0.01% | 304 |
|
|
2024
Q1 | $20K | Hold |
513
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $18.9K | Hold |
513
| – | – | 0.01% | 304 |
|
|
2023
Q3 | $14.7K | Hold |
513
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $15.9K | Sell |
513
-1,146
| -69% | -$35.6K | 0.01% | 324 |
|
|
2023
Q1 | $56.6K | Buy |
1,659
+46
| +3% | +$2.01K | 0.04% | 190 |
|
|
2022
Q4 | $69.4K | Buy |
1,613
+188
| +13% | +$8.25K | 0.05% | 170 |
|
|
2022
Q3 | $62K | Hold |
1,425
| – | – | 0.04% | 171 |
|
|
2022
Q2 | $68K | Hold |
1,425
| – | – | 0.05% | 168 |
|
|
2022
Q1 | $81K | Buy |
1,425
+170
| +14% | +$10.5K | 0.05% | 169 |
|
|
2021
Q4 | $73K | Sell |
1,255
-135
| -10% | -$8.25K | 0.04% | 180 |
|
|
2021
Q3 | $82K | Hold |
1,390
| – | – | 0.05% | 173 |
|
|
2021
Q2 | $77K | Hold |
1,390
| – | – | 0.04% | 187 |
|
|
2021
Q1 | $81K | Sell |
1,390
-35
| -2% | -$1.92K | 0.05% | 171 |
|
|
2020
Q4 | $68K | Hold |
1,425
| – | – | 0.05% | 175 |
|
|
2020
Q3 | $54K | Hold |
1,425
| – | – | 0.04% | 182 |
|
|
2020
Q2 | $54K | Buy |
1,425
+327
| +30% | +$11.8K | 0.04% | 173 |
|
|
2020
Q1 | $34K | Sell |
1,098
-117
| -10% | -$5.53K | 0.03% | 197 |
|
|
2019
Q4 | $68K | Buy |
1,215
+702
| +137% | +$38K | 0.05% | 155 |
|
|
2019
Q3 | $27K | Hold |
513
| – | – | 0.02% | 238 |
|
|
2019
Q2 | $25K | Hold |
513
| – | – | 0.02% | 246 |
|
|
2019
Q1 | $24K | Hold |
513
| – | – | 0.02% | 247 |
|
|
2018
Q4 | $22K | Hold |
513
| – | – | 0.02% | 244 |
|
|
2018
Q3 | $25K | Hold |
513
| – | – | 0.02% | 247 |
|
|
2018
Q2 | $26K | Hold |
513
| – | – | 0.02% | 249 |
|
|
2018
Q1 | $27K | Hold |
513
| – | – | 0.02% | 215 |
|
|
2017
Q4 | $26K | Hold |
513
| – | – | 0.02% | 213 |
|
|
2017
Q3 | $24K | Hold |
513
| – | – | 0.02% | 213 |
|
|
2017
Q2 | $23K | Hold |
513
| – | – | 0.02% | 107 |
|
|
2017
Q1 | $23K | Hold |
513
| – | – | 0.02% | 208 |
|
|
2016
Q4 | $24K | Hold |
513
| – | – | 0.02% | 177 |
|
|
2016
Q3 | $19K | Hold |
513
| – | – | 0.02% | 178 |
|
|
2016
Q2 | $18K | Hold |
513
| – | – | 0.02% | 176 |
|
|
2016
Q1 | $17K | Hold |
513
| – | – | 0.02% | 180 |
|
|
2015
Q4 | $19K | Hold |
513
| – | – | 0.02% | 174 |
|
|
2015
Q3 | $18K | Hold |
513
| – | – | 0.02% | 179 |
|
|
2015
Q2 | $21K | Hold |
513
| – | – | 0.02% | 174 |
|
|
2015
Q1 | $20K | Hold |
513
| – | – | 0.02% | 175 |
|
|
2014
Q4 | $20K | Buy |
+513
| New | +$19.3K | 0.02% | 175 |
|
Other funds holding TFC
AllSquare Wealth Management's TFC Position: Q3 2025 in Review
AllSquare Wealth Management held its Truist Financial (TFC) position steady in Q3 2025 at 513 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #301.
AllSquare Wealth Management first reported a position in TFC in Q4 2014 and has held it in 44 quarters since. The position peaked at $82K in Q3 2021. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.
- AllSquare Wealth Management held 513 shares of Truist Financial worth $23.5K as of Q3 2025.
- AllSquare Wealth Management left its Truist Financial share count unchanged in Q3 2025.
- Truist Financial made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #301 holding.
- AllSquare Wealth Management first reported a position in Truist Financial in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Truist Financial position peaked at $82K in Q3 2021.
- 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.