Aprio 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
Q2 | $358K | Buy |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $883K | Sell |
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|
2022
Q3 | $928K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2020
Q4 | $652K | Sell |
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|
2020
Q3 | $552K | Sell |
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|
2020
Q2 | $813K | Sell |
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|
2020
Q1 | $702K | Sell |
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|
2019
Q4 | $1.3M | Buy |
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