Avaii Wealth Management’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 | $258K | Sell |
6,000
-102
| -2% | -$4.39K | 0.11% | 110 |
|
|
2025
Q1 | $251K | Hold |
6,102
| – | – | 0.13% | 101 |
|
|
2024
Q4 | $265K | Sell |
6,102
-130
| -2% | -$5.64K | 0.13% | 109 |
|
|
2024
Q3 | $267K | Sell |
6,232
-773
| -11% | -$33.1K | 0.13% | 108 |
|
|
2024
Q2 | $272K | Buy |
7,005
+218
| +3% | +$8.47K | 0.15% | 112 |
|
|
2024
Q1 | $265K | Sell |
6,787
-123
| -2% | -$4.79K | 0.16% | 114 |
|
|
2023
Q4 | $255K | Sell |
6,910
-1,189
| -15% | -$43.9K | 0.17% | 120 |
|
|
2023
Q3 | $232K | Buy |
+8,099
| New | +$232K | 0.18% | 124 |
|