Beaird Harris 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 | $2.49K | Sell |
58
-145
| -71% | -$6.24K | ﹤0.01% | 477 |
|
|
2025
Q1 | $8.35K | Hold |
203
| – | – | ﹤0.01% | 356 |
|
|
2024
Q4 | $8.81K | Hold |
203
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $8.68K | Buy |
203
+130
| +178% | +$5.56K | ﹤0.01% | 350 |
|
|
2024
Q2 | $2.84K | Hold |
73
| – | – | ﹤0.01% | 499 |
|
|
2024
Q1 | $2.85K | Hold |
73
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $2.7K | Buy |
+73
| New | +$2.7K | ﹤0.01% | 434 |
|
|
2022
Q1 | – | Sell |
-4,104
| Closed | -$240K | – | 716 |
|
|
2021
Q4 | $240K | Buy |
+4,104
| New | +$240K | 0.09% | 105 |
|