BSW Wealth Partners’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 | $440K | Sell |
|
|||||
|
2025
Q2 | $457K | Sell |
|
|||||
|
2025
Q1 | $456K | Buy |
|
|||||
|
2024
Q4 | $479K | Buy |
|
|||||
|
2024
Q3 | $443K | Buy |
|
|||||
|
2024
Q2 | $397K | Sell |
|
|||||
|
2024
Q1 | $428K | Sell |
|
|||||
|
2023
Q4 | $451K | Buy |
|
|||||
|
2023
Q3 | $339K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $326K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $382K | Sell |
|
|||||
|
2022
Q1 | $465K | Buy |
|
|||||
|
2021
Q4 | $422K | Sell |
|
|||||
|
2021
Q3 | $428K | Buy |
|
|||||
|
2021
Q2 | $281K | Buy |
|
|||||
|
2021
Q1 | $232K | Buy |
|