Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $4.88M | Hold |
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|
2022
Q4 | $4.88M | Buy |
|
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|
2022
Q3 | $4.66M | Buy |
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|
2022
Q2 | $5M | Buy |
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|
2022
Q1 | $5.88M | Buy |
|
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|
2021
Q4 | $6.06M | Sell |
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|
2021
Q3 | $6.15M | Sell |
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|
2021
Q2 | $5.82M | Buy |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $2.43M | Buy |
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|
2019
Q3 | $2.19M | Buy |
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|
2019
Q2 | $2.01M | Sell |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $1.45M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $801K | Buy |
|