Cassaday & Co 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
Q2 | $435K | Buy |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $579K | Buy |
|
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|
2024
Q2 | $424K | Sell |
|
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $254K | Buy |
|