Cassia Capital Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $380K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $313K | Hold |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $568K | Hold |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $656K | Sell |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $360K | Buy |
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