Cyndeo Wealth Partners’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 | $820K | Sell |
19,065
-163,089
| -90% | -$7.01M | 0.05% | 249 |
|
|
2025
Q1 | $7.5M | Buy |
182,154
+10,559
| +6% | +$435K | 0.49% | 63 |
|
|
2024
Q4 | $7.44M | Buy |
171,595
+5,682
| +3% | +$246K | 0.5% | 62 |
|
|
2024
Q3 | $7.1M | Buy |
165,913
+149,338
| +901% | +$6.39M | 0.5% | 60 |
|
|
2024
Q2 | $644K | Buy |
16,575
+180
| +1% | +$6.99K | 0.05% | 251 |
|
|
2024
Q1 | $639K | Buy |
+16,395
| New | +$639K | 0.05% | 237 |
|
|
2023
Q2 | – | Sell |
-56,313
| Closed | -$1.92M | – | 349 |
|
|
2023
Q1 | $1.92M | Sell |
56,313
-8,800
| -14% | -$300K | 0.21% | 130 |
|
|
2022
Q4 | $2.8M | Buy |
+65,113
| New | +$2.8M | 0.33% | 102 |
|