Avestar Capital’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 | $209K | Sell |
4,855
-334
| -6% | -$14.4K | 0.01% | 410 |
|
|
2025
Q1 | $214K | Sell |
5,189
-1,110
| -18% | -$45.7K | 0.02% | 394 |
|
|
2024
Q4 | $273K | Buy |
6,299
+250
| +4% | +$10.8K | 0.02% | 371 |
|
|
2024
Q3 | $259K | Buy |
6,049
+582
| +11% | +$24.9K | 0.03% | 363 |
|
|
2024
Q2 | $212K | Buy |
+5,467
| New | +$212K | 0.02% | 377 |
|
|
2019
Q3 | – | Sell |
-1,080
| Closed | -$50K | – | 765 |
|
|
2019
Q2 | $50K | Buy |
1,080
+14
| +1% | +$648 | 0.03% | 290 |
|
|
2019
Q1 | $47K | Hold |
1,066
| – | – | 0.03% | 293 |
|
|
2018
Q4 | $43K | Sell |
1,066
-22
| -2% | -$887 | 0.03% | 275 |
|
|
2018
Q3 | $49K | Sell |
1,088
-140
| -11% | -$6.31K | 0.03% | 276 |
|
|
2018
Q2 | $59K | Buy |
1,228
+3
| +0.2% | +$144 | 0.04% | 263 |
|
|
2018
Q1 | $60K | Sell |
1,225
-171
| -12% | -$8.38K | 0.04% | 227 |
|
|
2017
Q4 | $66K | Buy |
+1,396
| New | +$66K | 0.05% | 212 |
|