Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $221K | Buy |
|
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|
2023
Q4 | $193K | Sell |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $522K | Buy |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $641K | Buy |
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|
2021
Q3 | $569K | Sell |
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|
2021
Q2 | $749K | Buy |
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|
2021
Q1 | $689K | Sell |
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|
2020
Q4 | $586K | Buy |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $360K | Sell |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $516K | Buy |
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