Clearstead Advisors’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 | $4.13M | Buy |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $3.92M | Sell |
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|
2024
Q2 | $3.91M | Buy |
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|
2024
Q1 | $804K | Sell |
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|
2023
Q4 | $775K | Sell |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $654K | Buy |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $874K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $955K | Buy |
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|
2020
Q3 | $741K | Sell |
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|
2020
Q2 | $794K | Buy |
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|
2020
Q1 | $619K | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $883K | Sell |
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|
2018
Q4 | $870K | Buy |
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|
2018
Q3 | $883K | Buy |
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|
2018
Q2 | $896K | Buy |
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|
2018
Q1 | $900K | Hold |
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|
2017
Q4 | $860K | Buy |
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|
2017
Q3 | $809K | Sell |
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|
2017
Q2 | $909K | Buy |
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|
2017
Q1 | $873K | Buy |
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|
2016
Q4 | $787K | Buy |
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