Concord Wealth Partners’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 | $3M | Sell |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $3.04M | Buy |
|
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|
2024
Q3 | $790K | Sell |
|
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|
2024
Q2 | $2.85M | Sell |
|
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|
2024
Q1 | $2.91M | Sell |
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|
2023
Q4 | $2.77M | Sell |
|
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.91M | Buy |
|
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|
2023
Q1 | $2.86M | Buy |
|
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|
2022
Q4 | $3.38M | Sell |
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|
2022
Q3 | $3.59M | Buy |
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|
2022
Q2 | $3.91M | Sell |
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|
2022
Q1 | $4.71M | Buy |
|
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|
2021
Q4 | $4.8M | Buy |
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|
2021
Q3 | $355K | Sell |
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|
2021
Q2 | $4.48M | Buy |
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|
2021
Q1 | $4.49M | Buy |
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|
2020
Q4 | $3.44M | Buy |
|