Congress 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 | $1.61M | Sell |
37,375
-8,404
| -18% | -$361K | 0.02% | 599 |
|
|
2025
Q1 | $1.89M | Buy |
45,779
+3,748
| +9% | +$155K | 0.02% | 507 |
|
|
2024
Q4 | $1.82M | Sell |
42,031
-845
| -2% | -$36.7K | 0.03% | 423 |
|
|
2024
Q3 | $1.83M | Buy |
+42,876
| New | +$1.83M | 0.02% | 438 |
|
|
2024
Q1 | – | Sell |
-8,563
| Closed | -$316K | – | 637 |
|
|
2023
Q4 | $316K | Buy |
+8,563
| New | +$316K | 0.01% | 521 |
|
|
2022
Q1 | – | Sell |
-7,247
| Closed | -$424K | – | 636 |
|
|
2021
Q4 | $424K | Buy |
+7,247
| New | +$424K | 0.01% | 482 |
|