Centurion 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 | $636K | Buy |
14,798
+808
| +6% | +$34.7K | 0.18% | 100 |
|
|
2025
Q1 | $607K | Hold |
13,990
| – | – | 0.19% | 89 |
|
|
2024
Q4 | $607K | Buy |
13,990
+528
| +4% | +$22.9K | 0.19% | 89 |
|
|
2024
Q3 | $576K | Buy |
+13,462
| New | +$576K | 0.18% | 89 |
|
|
2024
Q1 | $550K | Buy |
14,098
+6,056
| +75% | +$236K | 0.22% | 78 |
|
|
2023
Q4 | $297K | Buy |
8,042
+439
| +6% | +$16.2K | 0.13% | 119 |
|
|
2023
Q3 | $218K | Buy |
+7,603
| New | +$218K | 0.11% | 138 |
|