Bogart Wealth LLC’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
Q3 | $11.8M | Sell |
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|
2025
Q2 | $15.1M | Buy |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $14.4M | Buy |
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|
2024
Q3 | $7.17M | Sell |
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|
2024
Q2 | $6.57M | Buy |
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|
2024
Q1 | $4.55M | Sell |
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|
2023
Q4 | $8.29M | Sell |
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|
2023
Q3 | $6.54M | Buy |
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|
2023
Q2 | $6.77M | Buy |
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|
2023
Q1 | $7.13M | Buy |
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|
2022
Q4 | $8.03M | Buy |
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|
2022
Q3 | $7.38M | Buy |
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|
2022
Q2 | $6.46M | Buy |
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|
2022
Q1 | $5.91M | Buy |
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|
2021
Q4 | $2.78M | Buy |
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|
2021
Q3 | $2.43M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $958K | Buy |
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|
2020
Q3 | $669K | Buy |
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|
2020
Q2 | $633K | Buy |
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|
2020
Q1 | $467K | Buy |
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|
2019
Q4 | $734K | Buy |
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|
2019
Q3 | $670K | Buy |
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|
2019
Q2 | $580K | Buy |
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|
2019
Q1 | $506K | Buy |
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|
2018
Q4 | $441K | Buy |
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|
2018
Q3 | $28K | Sell |
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|
2018
Q2 | $31K | Sell |
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|
2018
Q1 | $35K | Sell |
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|
2017
Q4 | $43K | Buy |
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|
2017
Q3 | $14K | Buy |
|