CreativeOne Wealth’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 | $494K | Buy |
11,486
+922
| +9% | +$39.6K | 0.01% | 754 |
|
|
2025
Q1 | $435K | Buy |
10,564
+3,136
| +42% | +$129K | 0.01% | 733 |
|
|
2024
Q4 | $322K | Sell |
7,428
-6,404
| -46% | -$278K | 0.01% | 850 |
|
|
2024
Q3 | $592K | Buy |
13,832
+6,190
| +81% | +$265K | 0.02% | 574 |
|
|
2024
Q2 | $297K | Sell |
7,642
-5,595
| -42% | -$217K | 0.02% | 625 |
|
|
2024
Q1 | $516K | Buy |
+13,237
| New | +$516K | 0.02% | 561 |
|
|
2020
Q1 | – | Sell |
-3,753
| Closed | -$211K | – | 236 |
|
|
2019
Q4 | $211K | Buy |
+3,753
| New | +$211K | 0.04% | 210 |
|