Dakota Wealth Management’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 | $2.76M | Sell |
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|
2025
Q1 | $5.49M | Sell |
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|
2024
Q4 | $6.57M | Buy |
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|
2024
Q3 | $6.42M | Buy |
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|
2024
Q2 | $3.19M | Sell |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $4.19M | Sell |
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|
2023
Q3 | $3.4M | Sell |
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|
2023
Q2 | $3.64M | Buy |
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|
2023
Q1 | $3.94M | Sell |
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|
2022
Q4 | $4.98M | Sell |
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|
2022
Q3 | $5.19M | Buy |
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|
2022
Q2 | $5.64M | Buy |
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|
2022
Q1 | $6.25M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $441K | Sell |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $509K | Hold |
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|
2018
Q3 | $509K | Buy |
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|
2018
Q2 | $496K | Buy |
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