Certified Advisory Corp’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  | $1M | Sell | 
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| 
        
          
      
        2025
         Q1  | $968K | Sell | 
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| 
        
          
      
        2024
         Q4  | $1.03M | Buy | 
         | 
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| 
        
          
      
        2024
         Q3  | $1.02M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $865K | Buy | 
         | 
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| 
        
          
      
        2024
         Q1  | $865K | Sell | 
         | 
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| 
        
          
      
        2023
         Q4  | $832K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $646K | Buy | 
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| 
        
          
      
        2023
         Q2  | $677K | Sell | 
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| 
        
          
      
        2023
         Q1  | $775K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $999K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $1.01M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $1.1M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $1.34M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $1.39M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $509K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $489K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $540K | Buy | 
         | 
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| 
        
          
      
        2020
         Q2  | $313K | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $288K | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $557K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $413K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $85K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $81K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $79K | Sell | 
         | 
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| 
        
          
      
        2018
         Q3  | $130K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $135K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $137K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $26K | Buy | 
         |