Capital Asset Advisory Services’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 | $938K | Sell |
|
|||||
|
2025
Q2 | $911K | Buy |
|
|||||
|
2025
Q1 | $840K | Sell |
|
|||||
|
2024
Q4 | $914K | Buy |
|
|||||
|
2024
Q3 | $873K | Sell |
|
|||||
|
2024
Q2 | $846K | Buy |
|
|||||
|
2024
Q1 | $826K | Sell |
|
|||||
|
2023
Q4 | $814K | Buy |
|
|||||
|
2023
Q3 | $603K | Sell |
|
|||||
|
2023
Q2 | $711K | Sell |
|
|||||
|
2023
Q1 | $801K | Buy |
|
|||||
|
2022
Q4 | $962K | Sell |
|
|||||
|
2022
Q3 | $1.04M | Sell |
|
|||||
|
2022
Q2 | $1.29M | Buy |
|
|||||
|
2022
Q1 | $1.55M | Buy |
|
|||||
|
2021
Q4 | $1.55M | Buy |
|
|||||
|
2021
Q3 | $1.52M | Buy |
|
|||||
|
2021
Q2 | $1.42M | Buy |
|
|||||
|
2021
Q1 | $1.49M | Buy |
|
|||||
|
2020
Q4 | $866K | Buy |
|
|||||
|
2020
Q3 | $670K | Sell |
|
|||||
|
2020
Q2 | $726K | Buy |
|
|||||
|
2020
Q1 | $553K | Buy |
|
|||||
|
2019
Q4 | $889K | Buy |
|