BT Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $500K | Hold |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $685K | Buy |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $428K | Hold |
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|
2020
Q4 | $352K | Sell |
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|
2020
Q3 | $314K | Buy |
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|
2020
Q2 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $211K | Sell |
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|
2018
Q4 | $253K | Buy |
|