Avantax Advisory Services’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 | $7.87M | Buy |
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|
2025
Q1 | $6.79M | Buy |
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|
2024
Q4 | $6.87M | Buy |
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|
2024
Q3 | $6.1M | Buy |
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|
2024
Q2 | $5.39M | Buy |
|
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|
2024
Q1 | $4.65M | Buy |
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|
2023
Q4 | $4.34M | Buy |
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|
2023
Q3 | $3.05M | Buy |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.78M | Buy |
|
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $2.25M | Buy |
|
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|
2020
Q2 | $1.31M | Buy |
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|
2020
Q1 | $943K | Sell |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $639K | Sell |
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|
2019
Q2 | $712K | Buy |
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|
2019
Q1 | $540K | Sell |
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|
2018
Q4 | $538K | Buy |
|