Baltimore-Washington Financial Advisors’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 | $208K | Buy |
+4,848
| New | +$208K | 0.01% | 165 |
|
|
2022
Q1 | – | Sell |
-3,537
| Closed | -$207K | – | 160 |
|
|
2021
Q4 | $207K | Buy |
+3,537
| New | +$207K | 0.02% | 132 |
|
|
2014
Q4 | – | Sell |
-250
| Closed | -$9K | – | 306 |
|
|
2014
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 228 |
|
|
2014
Q2 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 239 |
|