Centennial Wealth Advisory’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 | $623K | Buy |
14,482
+117
| +0.8% | +$5.03K | 0.2% | 68 |
|
|
2025
Q1 | $591K | Buy |
14,365
+2,410
| +20% | +$99.2K | 0.21% | 61 |
|
|
2024
Q4 | $519K | Buy |
11,955
+1,040
| +10% | +$45.1K | 0.2% | 64 |
|
|
2024
Q3 | $467K | Buy |
10,915
+482
| +5% | +$20.6K | 0.18% | 69 |
|
|
2024
Q2 | $405K | Buy |
10,433
+1,409
| +16% | +$54.7K | 0.18% | 74 |
|
|
2024
Q1 | $352K | Buy |
9,024
+78
| +0.9% | +$3.04K | 0.16% | 87 |
|
|
2023
Q4 | $330K | Sell |
8,946
-1,101
| -11% | -$40.6K | 0.17% | 92 |
|
|
2023
Q3 | $287K | Sell |
10,047
-4
| -0% | -$114 | 0.15% | 101 |
|
|
2023
Q2 | $305K | Buy |
10,051
+1,992
| +25% | +$60.5K | 0.16% | 97 |
|
|
2023
Q1 | $275K | Buy |
+8,059
| New | +$275K | 0.15% | 104 |
|
|
2022
Q3 | – | Sell |
-6,392
| Closed | -$303K | – | 134 |
|
|
2022
Q2 | $303K | Buy |
6,392
+2,219
| +53% | +$105K | 0.17% | 82 |
|
|
2022
Q1 | $237K | Buy |
4,173
+685
| +20% | +$38.9K | 0.13% | 85 |
|
|
2021
Q4 | $204K | Buy |
+3,488
| New | +$204K | 0.12% | 91 |
|