Curated 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
Q4 | $201K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $916K | Sell |
|
|||||
|
2023
Q1 | $1.12M | Buy |
|
|||||
|
2022
Q4 | $1.04M | Buy |
|
|||||
|
2022
Q3 | $873K | Buy |
|
|||||
|
2022
Q2 | $930K | Buy |
|
|||||
|
2022
Q1 | $651K | Hold |
|
|||||
|
2021
Q4 | $651K | Buy |
|
|||||
|
2021
Q3 | $650K | Buy |
|
|||||
|
2021
Q2 | $366K | Buy |
|
|||||
|
2021
Q1 | $343K | Buy |
|
|||||
|
2020
Q4 | $280K | Buy |
|