Clearstead Trust’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
Q3 | $106K | Sell |
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|
2025
Q2 | $123K | Buy |
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|
2025
Q1 | $76K | Hold |
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|
2024
Q4 | $80.1K | Hold |
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|
2024
Q3 | $79K | Hold |
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|
2024
Q2 | $71.7K | Hold |
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|
2024
Q1 | $72K | Hold |
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|
2023
Q4 | $68.2K | Hold |
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|
2023
Q3 | $52.8K | Hold |
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|
2023
Q2 | $62.9K | Hold |
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|
2023
Q1 | $62.9K | Hold |
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|
2022
Q4 | $79K | Sell |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $105K | Sell |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $124K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Buy |
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