Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $177K | Hold |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $363K | Buy |
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