Avion Wealth’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 | $10K | Buy |
248
+60
| +32% | +$2.42K | ﹤0.01% | 481 |
|
2025
Q1 | $8K | Hold |
188
| – | – | ﹤0.01% | 453 |
|
2024
Q4 | $8K | Buy |
188
+12
| +7% | +$511 | ﹤0.01% | 452 |
|
2024
Q3 | $7K | Hold |
176
| – | – | ﹤0.01% | 462 |
|
2024
Q2 | $6K | Buy |
176
+58
| +49% | +$1.98K | ﹤0.01% | 443 |
|
2024
Q1 | $5K | Sell |
118
-3
| -2% | -$127 | ﹤0.01% | 478 |
|
2023
Q4 | $4K | Buy |
121
+86
| +246% | +$2.84K | ﹤0.01% | 453 |
|
2023
Q3 | $0 | Sell |
35
-13
| -27% | – | ﹤0.01% | 1188 |
|
2023
Q2 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 649 |
|