BCS 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
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $931K | Sell |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $733K | Hold |
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|
2020
Q3 | $582K | Hold |
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|
2020
Q2 | $574K | Sell |
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|
2020
Q1 | $476K | Sell |
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|
2019
Q4 | $870K | Buy |
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