BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.55K | Sell |
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|
2023
Q1 | $7.64K | Buy |
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|
2022
Q4 | $8.94K | Sell |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $52K | Buy |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $200K | Buy |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $64K | Sell |
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|
2020
Q4 | $68K | Buy |
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|
2020
Q3 | $52K | Sell |
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|
2020
Q2 | $64K | Sell |
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|
2020
Q1 | $66K | Hold |
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|
2019
Q4 | $121K | Buy |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $23K | Sell |
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|
2018
Q3 | $41K | Hold |
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|
2018
Q2 | $43K | Buy |
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