Bay Harbor 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 | $3.25K | Buy |
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|
2025
Q2 | $2.32K | Buy |
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|
2025
Q1 | $740 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.74K | Hold |
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|
2022
Q4 | $2K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $3K | Sell |
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|
2021
Q3 | $5K | Sell |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $22K | Sell |
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|
2020
Q4 | $476K | Hold |
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|
2020
Q3 | $378K | Hold |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $309K | Hold |
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|
2019
Q4 | $565K | Buy |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Buy |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $11K | Buy |
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