Atlantic 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 | $30.7K | Hold |
715
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $29.4K | Hold |
715
| – | – | 0.02% | 138 |
|
|
2024
Q4 | $31K | Hold |
715
| – | – | 0.02% | 113 |
|
|
2024
Q3 | $30.6K | Buy |
715
+700
| +4,667% | +$29.9K | 0.02% | 104 |
|
|
2024
Q2 | $583 | Hold |
15
| – | – | ﹤0.01% | 97 |
|
|
2024
Q1 | $585 | Hold |
15
| – | – | ﹤0.01% | 103 |
|
|
2023
Q4 | $554 | Hold |
15
| – | – | ﹤0.01% | 99 |
|
|
2023
Q3 | $429 | Hold |
15
| – | – | ﹤0.01% | 106 |
|
|
2023
Q2 | $455 | Hold |
15
| – | – | ﹤0.01% | 99 |
|
|
2023
Q1 | $512 | Buy |
+15
| New | +$512 | ﹤0.01% | 89 |
|