Asset Dedication 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
Q2 | $361K | Buy |
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|
2025
Q1 | $137K | Buy |
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|
2024
Q4 | $143K | Sell |
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|
2024
Q3 | $165K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $238K | Buy |
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|
2023
Q4 | $195K | Sell |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $542K | Sell |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $693K | Sell |
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|
2021
Q3 | $701K | Buy |
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|
2021
Q2 | $646K | Buy |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $528K | Sell |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $319K | Buy |
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|
2020
Q1 | $192K | Buy |
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|
2019
Q4 | $15K | Buy |
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