Beverly Hills Private Wealth’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 | $260K | Sell |
6,039
-1,405
| -19% | -$60.4K | 0.05% | 290 |
|
|
2025
Q1 | $306K | Buy |
7,444
+116
| +2% | +$4.77K | 0.06% | 262 |
|
|
2024
Q4 | $318K | Sell |
7,328
-229
| -3% | -$9.93K | 0.06% | 248 |
|
|
2024
Q3 | $323K | Sell |
7,557
-1,157
| -13% | -$49.5K | 0.07% | 258 |
|
|
2024
Q2 | $339K | Sell |
8,714
-959
| -10% | -$37.3K | 0.07% | 250 |
|
|
2024
Q1 | $377K | Buy |
9,673
+3,380
| +54% | +$132K | 0.09% | 241 |
|
|
2023
Q4 | $232K | Sell |
6,293
-3,403
| -35% | -$126K | 0.06% | 299 |
|
|
2023
Q3 | $277K | Sell |
9,696
-10,311
| -52% | -$295K | 0.08% | 237 |
|
|
2023
Q2 | $642K | Buy |
20,007
+10,414
| +109% | +$334K | 0.11% | 203 |
|
|
2023
Q1 | $327K | Buy |
9,593
+1,875
| +24% | +$63.9K | 0.1% | 210 |
|
|
2022
Q4 | $332K | Buy |
+7,718
| New | +$332K | 0.15% | 163 |
|