Bartlett & Co 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
Q3 | $465K | Hold |
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|
2025
Q2 | $438K | Buy |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $403K | Sell |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $689K | Sell |
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|
2021
Q4 | $728K | Sell |
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|
2021
Q3 | $818K | Buy |
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|
2021
Q2 | $668K | Hold |
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|
2021
Q1 | $702K | Hold |
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|
2020
Q4 | $577K | Buy |
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|
2020
Q3 | $380K | Sell |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $645K | Buy |
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|
2019
Q3 | $562K | Sell |
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|
2019
Q2 | $551K | Buy |
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|
2019
Q1 | $515K | Sell |
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|
2018
Q4 | $510K | Hold |
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|
2018
Q3 | $572K | Buy |
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|
2018
Q2 | $535K | Sell |
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|
2018
Q1 | $592K | Buy |
|