Avidian Wealth Enterprises’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
Q4
$209K Buy
2023
Q2
Sell
2023
Q1
$530K Sell
2022
Q4
$713K Buy
2022
Q3
$578K Buy
2022
Q2
$612K Buy
2022
Q1
$624K Buy
2021
Q4
$634K Buy
2021
Q3
$609K Buy
2021
Q2
$519K Buy
2021
Q1
$512K Buy
2020
Q4
$396K Buy
2020
Q3
$306K Buy
2020
Q2
$296K Buy
2020
Q1
$210K Sell
2019
Q4
$393K Buy