Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $252K | Sell |
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|
2025
Q3 | $240K | Buy |
|
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|
2025
Q2 | $226K | Buy |
|
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|
2025
Q1 | $203K | Sell |
|
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|
2024
Q4 | $248K | Sell |
|
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|
2024
Q3 | $245K | Buy |
|
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $223K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $229K | Buy |
|