Brady Family Wealth’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
$438K Sell
2025
Q2
$760K Hold
2025
Q1
$727K Buy
2024
Q4
$766K Hold
2024
Q3
$755K Hold
2024
Q2
$686K Buy
2024
Q1
$560K Buy
2023
Q4
$526K Sell
2023
Q3
$427K Buy
2023
Q2
$417K Buy
2023
Q1
$464K Buy
2022
Q4
$517K Buy