Baron Wealth Management’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 | $226K | Buy |
5,256
+315
| +6% | +$13.5K | 0.08% | 201 |
|
|
2025
Q1 | $203K | Sell |
4,941
-786
| -14% | -$32.3K | 0.09% | 190 |
|
|
2024
Q4 | $248K | Sell |
5,727
-6
| -0.1% | -$260 | 0.12% | 145 |
|
|
2024
Q3 | $245K | Buy |
5,733
+19
| +0.3% | +$813 | 0.12% | 155 |
|
|
2024
Q2 | $222K | Hold |
5,714
| – | – | 0.12% | 153 |
|
|
2024
Q1 | $223K | Buy |
5,714
+1
| +0% | +$39 | 0.12% | 162 |
|
|
2023
Q4 | $211K | Buy |
+5,713
| New | +$211K | 0.12% | 162 |
|
|
2023
Q1 | – | Sell |
-5,312
| Closed | -$229K | – | 147 |
|
|
2022
Q4 | $229K | Buy |
+5,312
| New | +$229K | 0.18% | 112 |
|