Cornerstone Wealth Group’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 | $6.03M | Buy |
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|
2025
Q1 | $5.66M | Buy |
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|
2024
Q4 | $5.47M | Buy |
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|
2024
Q3 | $5.22M | Buy |
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|
2024
Q2 | $4.7M | Buy |
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|
2024
Q1 | $4.58M | Buy |
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|
2023
Q4 | $4.25M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $4M | Buy |
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|
2021
Q4 | $3.69M | Buy |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q2 | $3.12M | Buy |
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|
2021
Q1 | $3.16M | Buy |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $215K | Sell |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $431K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $351K | Buy |
|