Cassaday & Co Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
10,113
+118
| +1% | +$5.07K | 0.01% | 222 |
|
|
2025
Q1 | $411K | Sell |
9,995
-908
| -8% | -$37.4K | 0.01% | 219 |
|
|
2024
Q4 | $473K | Sell |
10,903
-2,627
| -19% | -$114K | 0.01% | 196 |
|
|
2024
Q3 | $579K | Buy |
13,530
+2,617
| +24% | +$112K | 0.02% | 171 |
|
|
2024
Q2 | $424K | Sell |
10,913
-33
| -0.3% | -$1.28K | 0.01% | 189 |
|
|
2024
Q1 | $427K | Buy |
10,946
+77
| +0.7% | +$3K | 0.01% | 184 |
|
|
2023
Q4 | $401K | Sell |
10,869
-295
| -3% | -$10.9K | 0.01% | 178 |
|
|
2023
Q3 | $319K | Buy |
11,164
+616
| +6% | +$17.6K | 0.01% | 185 |
|
|
2023
Q2 | $320K | Hold |
10,548
| – | – | 0.01% | 191 |
|
|
2023
Q1 | $360K | Buy |
10,548
+4,653
| +79% | +$159K | 0.02% | 184 |
|
|
2022
Q4 | $254K | Buy |
+5,895
| New | +$254K | 0.01% | 213 |
|