Belpointe Asset 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 | $368K | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $557K | Sell |
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|
2024
Q3 | $964K | Buy |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $119K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $153K | Buy |
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|
2018
Q4 | $108K | Sell |
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|
2018
Q3 | $129K | Sell |
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|
2018
Q2 | $571K | Buy |
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