Atticus Wealth Management’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 | $672K | Hold |
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|
2025
Q1 | $643K | Hold |
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|
2024
Q4 | $678K | Hold |
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|
2024
Q3 | $669K | Hold |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $503K | Sell |
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|
2023
Q1 | $696K | Buy |
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|
2022
Q4 | $800K | Sell |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.31M | Hold |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $857K | Hold |
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|
2020
Q2 | $845K | Sell |
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|
2020
Q1 | $696K | Sell |
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|
2019
Q4 | $1.62M | Buy |
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