Daymark 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 | $363K | Buy |
8,455
+2,330
| +38% | +$100K | 0.01% | 415 |
|
|
2025
Q1 | $252K | Sell |
6,125
-1,106
| -15% | -$45.5K | 0.01% | 446 |
|
|
2024
Q4 | $314K | Buy |
7,231
+305
| +4% | +$13.2K | 0.01% | 403 |
|
|
2024
Q3 | $296K | Sell |
6,926
-290
| -4% | -$12.4K | 0.01% | 427 |
|
|
2024
Q2 | $280K | Sell |
7,216
-855
| -11% | -$33.2K | 0.01% | 407 |
|
|
2024
Q1 | $315K | Buy |
+8,071
| New | +$315K | 0.02% | 335 |
|
|
2023
Q3 | – | Sell |
-370,752
| Closed | -$11.3M | – | 404 |
|
|
2023
Q2 | $11.3M | Buy |
370,752
+172,242
| +87% | +$5.23M | 0.84% | 30 |
|
|
2023
Q1 | $6.77M | Buy |
198,510
+4,247
| +2% | +$145K | 0.9% | 23 |
|
|
2022
Q4 | $8.36M | Buy |
+194,263
| New | +$8.36M | 1.48% | 15 |
|