Badgley Phelps Wealth Managers’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 | $763K | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $662K | Buy |
|
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|
2024
Q1 | $655K | Sell |
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|
2023
Q4 | $630K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8M | Buy |
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|
2022
Q4 | $9.73M | Sell |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $10.9M | Sell |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $13.4M | Buy |
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|
2021
Q3 | $13M | Buy |
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