Avior Wealth Management’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 | $857K | Sell |
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|
2025
Q1 | $838K | Buy |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $156K | Buy |
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|
2023
Q2 | $102K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $77.6K | Buy |
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|
2022
Q3 | $78K | Sell |
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|
2022
Q2 | $87K | Buy |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $108K | Buy |
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|
2021
Q3 | $97K | Sell |
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $374K | Sell |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $243K | Sell |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $87K | Buy |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $26K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $9K | Buy |
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|
2016
Q3 | $7K | Buy |
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|
2016
Q2 | $7K | Buy |
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|
2016
Q1 | $6K | Buy |
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|
2015
Q4 | $7K | Buy |
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|
2015
Q3 | $6K | Buy |
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|
2015
Q2 | $7K | Buy |
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|
2015
Q1 | $7K | Buy |
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|
2014
Q4 | $7K | Buy |
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|
2014
Q3 | $7K | Buy |
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|
2014
Q2 | $7K | Sell |
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|
2014
Q1 | $45K | Buy |
|