Atlantic Private Wealth’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 | $32.7K | Hold |
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|
2025
Q2 | $30.7K | Hold |
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|
2025
Q1 | $29.4K | Hold |
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|
2024
Q4 | $31K | Hold |
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|
2024
Q3 | $30.6K | Buy |
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|
2024
Q2 | $583 | Hold |
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|
2024
Q1 | $585 | Hold |
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|
2023
Q4 | $554 | Hold |
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|
2023
Q3 | $429 | Hold |
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|
2023
Q2 | $455 | Hold |
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|
2023
Q1 | $512 | Buy |
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