AllSquare Wealth Management’s Truist Financial TFC Stock Holding History

AllSquare Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$1.57K	0.04%	190
2022 Q4	$69.4K	Buy	1,613 +188	+13%	+$8.09K	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%	+$9.66K	0.05%	169
2021 Q4	$73K	Sell	1,255 -135	-10%	-$7.85K	0.04%	180
2021 Q3	$82K	Hold	1,390	–	–	0.05%	173
2021 Q2	$77K	Hold	1,390	–	–	0.04%	186
2021 Q1	$81K	Sell	1,390 -35	-2%	-$2.04K	0.05%	170
2020 Q4	$68K	Hold	1,425	–	–	0.05%	174
2020 Q3	$54K	Hold	1,425	–	–	0.04%	181
2020 Q2	$54K	Buy	1,425 +327	+30%	+$12.4K	0.04%	173
2020 Q1	$34K	Sell	1,098 -117	-10%	-$3.62K	0.03%	197
2019 Q4	$68K	Buy	1,215 +702	+137%	+$39.3K	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%	106
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	+$20K	0.02%	175