BSW Wealth Partners’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 | $457K | Sell |
10,630
-454
| -4% | -$19.5K | 0.06% | 177 |
|
|
2025
Q1 | $456K | Buy |
11,084
+37
| +0.3% | +$1.52K | 0.07% | 165 |
|
|
2024
Q4 | $479K | Buy |
11,047
+682
| +7% | +$29.6K | 0.07% | 169 |
|
|
2024
Q3 | $443K | Buy |
10,365
+144
| +1% | +$6.16K | 0.07% | 167 |
|
|
2024
Q2 | $397K | Sell |
10,221
-753
| -7% | -$29.3K | 0.07% | 165 |
|
|
2024
Q1 | $428K | Sell |
10,974
-1,242
| -10% | -$48.4K | 0.07% | 158 |
|
|
2023
Q4 | $451K | Buy |
12,216
+353
| +3% | +$13K | 0.09% | 133 |
|
|
2023
Q3 | $339K | Buy |
+11,863
| New | +$339K | 0.08% | 151 |
|
|
2023
Q1 | – | Sell |
-7,572
| Closed | -$326K | – | 337 |
|
|
2022
Q4 | $326K | Buy |
+7,572
| New | +$326K | 0.07% | 199 |
|
|
2022
Q3 | – | Sell |
-8,047
| Closed | -$382K | – | 299 |
|
|
2022
Q2 | $382K | Sell |
8,047
-155
| -2% | -$7.36K | 0.09% | 153 |
|
|
2022
Q1 | $465K | Buy |
8,202
+991
| +14% | +$56.2K | 0.12% | 132 |
|
|
2021
Q4 | $422K | Sell |
7,211
-81
| -1% | -$4.74K | 0.11% | 141 |
|
|
2021
Q3 | $428K | Buy |
7,292
+2,237
| +44% | +$131K | 0.12% | 118 |
|
|
2021
Q2 | $281K | Buy |
5,055
+1,083
| +27% | +$60.2K | 0.08% | 184 |
|
|
2021
Q1 | $232K | Buy |
+3,972
| New | +$232K | 0.07% | 189 |
|