Cypress Wealth Services’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
Q3 | $387K | Buy |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $232K | Buy |
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