Ashton Thomas Private Wealth’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 | $246K | Sell |
5,713
-442
| -7% | -$19K | 0.01% | 748 |
|
|
2025
Q1 | $253K | Buy |
6,155
+458
| +8% | +$18.8K | 0.01% | 690 |
|
|
2024
Q4 | $247K | Buy |
+5,697
| New | +$247K | 0.01% | 684 |
|
|
2024
Q3 | – | Sell |
-2,299
| Closed | -$89.3K | – | 1714 |
|
|
2024
Q2 | $89.3K | Buy |
+2,299
| New | +$89.3K | ﹤0.01% | 779 |
|
|
2023
Q2 | – | Sell |
-31,775
| Closed | -$1.08M | – | 593 |
|
|
2023
Q1 | $1.08M | Buy |
31,775
+10,162
| +47% | +$347K | 0.09% | 240 |
|
|
2022
Q4 | $930K | Buy |
21,613
+5,118
| +31% | +$220K | 0.09% | 242 |
|
|
2022
Q3 | $718K | Buy |
16,495
+12,265
| +290% | +$534K | 0.08% | 259 |
|
|
2022
Q2 | $201K | Buy |
4,230
+505
| +14% | +$24K | 0.02% | 434 |
|
|
2022
Q1 | $211K | Sell |
3,725
-635
| -15% | -$36K | 0.02% | 448 |
|
|
2021
Q4 | $255K | Buy |
4,360
+17
| +0.4% | +$995 | 0.02% | 409 |
|
|
2021
Q3 | $255K | Sell |
4,343
-308
| -7% | -$18.1K | 0.04% | 324 |
|
|
2021
Q2 | $258K | Buy |
4,651
+4
| +0.1% | +$222 | 0.04% | 302 |
|
|
2021
Q1 | $271K | Buy |
+4,647
| New | +$271K | 0.05% | 271 |
|
|
2020
Q1 | – | Sell |
-10,723
| Closed | -$604K | – | 247 |
|
|
2019
Q4 | $604K | Buy |
+10,723
| New | +$604K | 0.2% | 129 |
|