Continuum Advisory’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 | $239K | Sell |
5,562
-4,003
| -42% | -$172K | 0.03% | 378 |
|
|
2025
Q1 | $394K | Buy |
9,565
+481
| +5% | +$19.8K | 0.05% | 274 |
|
|
2024
Q4 | $394K | Buy |
9,084
+980
| +12% | +$42.5K | 0.05% | 279 |
|
|
2024
Q3 | $375K | Buy |
8,104
+617
| +8% | +$28.5K | 0.05% | 292 |
|
|
2024
Q2 | $291K | Buy |
7,487
+38
| +0.5% | +$1.48K | 0.04% | 311 |
|
|
2024
Q1 | $291K | Sell |
7,449
-4,383
| -37% | -$171K | 0.04% | 307 |
|
|
2023
Q4 | $437K | Buy |
11,832
+1,462
| +14% | +$54K | 0.06% | 305 |
|
|
2023
Q3 | $297K | Buy |
10,370
+3
| +0% | +$86 | 0.05% | 368 |
|
|
2023
Q2 | $315K | Buy |
10,367
+5
| +0% | +$152 | 0.05% | 360 |
|
|
2023
Q1 | $353K | Buy |
10,362
+765
| +8% | +$26.1K | 0.06% | 316 |
|
|
2022
Q4 | $413K | Buy |
+9,597
| New | +$413K | 0.07% | 292 |
|
|
2018
Q2 | – | Sell |
-4,701
| Closed | -$245K | – | 155 |
|
|
2018
Q1 | $245K | Sell |
4,701
-658
| -12% | -$34.3K | 0.21% | 119 |
|
|
2017
Q4 | $266K | Buy |
+5,359
| New | +$266K | 0.2% | 125 |
|