Arkadios Wealth Advisors’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 | $8.19M | Buy |
190,599
+15,436
| +9% | +$664K | 0.24% | 82 |
|
|
2025
Q1 | $7.21M | Buy |
175,163
+48,614
| +38% | +$2M | 0.27% | 74 |
|
|
2024
Q4 | $5.49M | Buy |
126,549
+15,501
| +14% | +$672K | 0.3% | 66 |
|
|
2024
Q3 | $4.75M | Buy |
111,048
+1,817
| +2% | +$77.7K | 0.27% | 81 |
|
|
2024
Q2 | $4.24M | Buy |
109,231
+1,774
| +2% | +$68.9K | 0.29% | 69 |
|
|
2024
Q1 | $4.19M | Buy |
107,457
+1,174
| +1% | +$45.8K | 0.32% | 66 |
|
|
2023
Q4 | $3.92M | Buy |
106,283
+2,860
| +3% | +$106K | 0.33% | 68 |
|
|
2023
Q3 | $2.96M | Buy |
103,423
+47,100
| +84% | +$1.35M | 0.28% | 89 |
|
|
2023
Q2 | $1.71M | Buy |
56,323
+3,661
| +7% | +$111K | 0.2% | 124 |
|
|
2023
Q1 | $1.8M | Buy |
52,662
+8,718
| +20% | +$297K | 0.21% | 123 |
|
|
2022
Q4 | $1.89M | Buy |
43,944
+7,697
| +21% | +$331K | 0.25% | 108 |
|
|
2022
Q3 | $1.58M | Buy |
36,247
+6,606
| +22% | +$288K | 0.24% | 115 |
|
|
2022
Q2 | $1.41M | Buy |
29,641
+9,070
| +44% | +$430K | 0.21% | 136 |
|
|
2022
Q1 | $1.17M | Buy |
20,571
+12,241
| +147% | +$694K | 0.15% | 162 |
|
|
2021
Q4 | $488K | Buy |
8,330
+2,411
| +41% | +$141K | 0.06% | 326 |
|
|
2021
Q3 | $347K | Sell |
5,919
-452
| -7% | -$26.5K | 0.05% | 369 |
|
|
2021
Q2 | $353K | Buy |
6,371
+3,191
| +100% | +$177K | 0.04% | 410 |
|
|
2021
Q1 | $185K | Buy |
3,180
+713
| +29% | +$41.5K | 0.03% | 428 |
|
|
2020
Q4 | $118K | Buy |
2,467
+540
| +28% | +$25.8K | 0.02% | 412 |
|
|
2020
Q3 | $80.3K | Buy |
1,927
+17
| +0.9% | +$708 | 0.04% | 326 |
|
|
2020
Q2 | $67.2K | Buy |
1,910
+12
| +0.6% | +$422 | 0.04% | 321 |
|
|
2020
Q1 | $58.5K | Buy |
1,898
+347
| +22% | +$10.7K | 0.04% | 311 |
|
|
2019
Q4 | $85.1K | Buy |
+1,551
| New | +$85.1K | 0.05% | 250 |
|