Beacon Pointe Advisors’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 | $1.48M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $640K | Sell |
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|
2024
Q2 | $824K | Sell |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $2.47M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $3.33M | Buy |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $209K | Buy |
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