CarsonAllaria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $159K | Sell |
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|
2025
Q1 | $154K | Buy |
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|
2024
Q4 | $158K | Sell |
|
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|
2024
Q3 | $175K | Sell |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $176K | Sell |
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|
2023
Q4 | $188K | Buy |
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|
2023
Q3 | $135K | Buy |
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|
2023
Q2 | $95K | Buy |
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|
2023
Q1 | $106K | Buy |
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|
2022
Q4 | $133K | Buy |
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|
2022
Q3 | $134K | Buy |
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|
2022
Q2 | $145K | Buy |
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|
2022
Q1 | $172K | Buy |
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|
2021
Q4 | $176K | Buy |
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