Atria Wealth Solutions’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 | $975K | Sell |
22,375
-7,547
| -25% | -$329K | 0.02% | 644 |
|
|
2025
Q1 | $1.23M | Sell |
29,922
-23,528
| -44% | -$968K | 0.01% | 797 |
|
|
2024
Q4 | $2.32M | Buy |
53,450
+23,194
| +77% | +$1.01M | 0.03% | 590 |
|
|
2024
Q3 | $1.29M | Sell |
30,256
-8,138
| -21% | -$348K | 0.01% | 816 |
|
|
2024
Q2 | $1.49M | Sell |
38,394
-1,730
| -4% | -$67.2K | 0.02% | 732 |
|
|
2024
Q1 | $1.56M | Sell |
40,124
-741
| -2% | -$28.9K | 0.02% | 715 |
|
|
2023
Q4 | $1.51M | Sell |
40,865
-1,822
| -4% | -$67.3K | 0.02% | 696 |
|
|
2023
Q3 | $1.22M | Buy |
42,687
+1,742
| +4% | +$49.8K | 0.02% | 723 |
|
|
2023
Q2 | $1.24M | Buy |
40,945
+5,872
| +17% | +$178K | 0.02% | 752 |
|
|
2023
Q1 | $1.2M | Buy |
35,073
+6,525
| +23% | +$223K | 0.02% | 727 |
|
|
2022
Q4 | $1.23M | Buy |
28,548
+2,872
| +11% | +$124K | 0.02% | 667 |
|
|
2022
Q3 | $1.12M | Buy |
25,676
+142
| +0.6% | +$6.18K | 0.02% | 678 |
|
|
2022
Q2 | $1.21M | Buy |
25,534
+3,611
| +16% | +$171K | 0.02% | 604 |
|
|
2022
Q1 | $1.24M | Buy |
+21,923
| New | +$1.24M | 0.02% | 641 |
|