Aspiriant LLC’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 | $434K | Sell |
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|
2025
Q2 | $500K | Buy |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $553K | Sell |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $511K | Buy |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $356K | Hold |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $576K | Buy |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $275K | Hold |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $285K | Sell |
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|
2018
Q3 | $360K | Sell |
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|
2018
Q2 | $410K | Buy |
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|
2018
Q1 | $355K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $260K | Buy |
|