Bay Harbor 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 | $2.32K | Buy |
54
+36
| +200% | +$1.55K | ﹤0.01% | 291 |
|
|
2025
Q1 | $740 | Buy |
+18
| New | +$740 | ﹤0.01% | 347 |
|
|
2023
Q2 | – | Sell |
-51
| Closed | -$1.74K | – | 178 |
|
|
2023
Q1 | $1.74K | Hold |
51
| – | – | ﹤0.01% | 147 |
|
|
2022
Q4 | $2K | Buy |
51
+8
| +19% | +$314 | ﹤0.01% | 171 |
|
|
2022
Q3 | $2K | Buy |
43
+4
| +10% | +$186 | ﹤0.01% | 176 |
|
|
2022
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 171 |
|
|
2022
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 175 |
|
|
2021
Q4 | $3K | Sell |
39
-43
| -52% | -$3.31K | ﹤0.01% | 142 |
|
|
2021
Q3 | $5K | Sell |
82
-90
| -52% | -$5.49K | ﹤0.01% | 159 |
|
|
2021
Q2 | $10K | Sell |
172
-203
| -54% | -$11.8K | ﹤0.01% | 173 |
|
|
2021
Q1 | $22K | Sell |
375
-9,559
| -96% | -$561K | 0.01% | 172 |
|
|
2020
Q4 | $476K | Hold |
9,934
| – | – | 0.22% | 42 |
|
|
2020
Q3 | $378K | Hold |
9,934
| – | – | 0.19% | 60 |
|
|
2020
Q2 | $373K | Sell |
9,934
-101
| -1% | -$3.79K | 0.2% | 63 |
|
|
2020
Q1 | $309K | Hold |
10,035
| – | – | 0.19% | 60 |
|
|
2019
Q4 | $565K | Buy |
10,035
+9,755
| +3,484% | +$549K | 0.31% | 44 |
|
|
2019
Q3 | $14K | Hold |
280
| – | – | 0.01% | 225 |
|
|
2019
Q2 | $14K | Buy |
280
+36
| +15% | +$1.8K | 0.01% | 225 |
|
|
2019
Q1 | $11K | Hold |
244
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $11K | Buy |
+244
| New | +$11K | 0.01% | 249 |
|