Bell Investment Advisors’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 | $10.4K | Buy |
241
+28
| +13% | +$1.2K | ﹤0.01% | 660 |
|
|
2025
Q1 | $8.77K | Hold |
213
| – | – | ﹤0.01% | 658 |
|
|
2024
Q4 | $9.24K | Sell |
213
-124
| -37% | -$5.38K | ﹤0.01% | 632 |
|
|
2024
Q3 | $14.4K | Hold |
337
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $13.1K | Hold |
337
| – | – | ﹤0.01% | 514 |
|
|
2024
Q1 | $13.1K | Hold |
337
| – | – | ﹤0.01% | 490 |
|
|
2023
Q4 | $12.4K | Sell |
337
-20
| -6% | -$738 | ﹤0.01% | 483 |
|
|
2023
Q3 | $10.2K | Buy |
357
+91
| +34% | +$2.6K | ﹤0.01% | 498 |
|
|
2023
Q2 | $8.07K | Buy |
266
+18
| +7% | +$546 | ﹤0.01% | 597 |
|
|
2023
Q1 | $8.46K | Sell |
248
-75
| -23% | -$2.56K | ﹤0.01% | 548 |
|
|
2022
Q4 | $13.9K | Sell |
323
-457
| -59% | -$19.7K | ﹤0.01% | 383 |
|
|
2022
Q3 | $34K | Buy |
780
+145
| +23% | +$6.32K | 0.01% | 183 |
|
|
2022
Q2 | $30K | Buy |
+635
| New | +$30K | 0.01% | 200 |
|
|
2021
Q4 | $23K | Buy |
386
+27
| +8% | +$1.61K | 0.01% | 287 |
|
|
2021
Q3 | $21K | Buy |
+359
| New | +$21K | 0.01% | 281 |
|