Carson Advisory’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 | $903K | Buy |
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|
2025
Q1 | $835K | Buy |
|
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $870K | Sell |
|
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|
2024
Q2 | $827K | Sell |
|
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|
2024
Q1 | $857K | Buy |
|
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|
2023
Q4 | $810K | Buy |
|
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|
2023
Q3 | $618K | Buy |
|
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $598K | Buy |
|
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|
2022
Q4 | $326K | Buy |
|
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $379K | Buy |
|