Bristlecone Advisors’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 | – | Sell |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $210K | Buy |
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