Dogwood Wealth Management’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 | $10.7K | Buy |
236
+223
| +1,715% | +$10.1K | 0.01% | 264 |
|
|
2025
Q1 | $535 | Buy |
+13
| New | +$535 | ﹤0.01% | 455 |
|
|
2024
Q4 | – | Hold |
0
| – | -$7 | – | 608 |
|
|
2024
Q3 | – | Hold |
0
| – | -$7 | – | 288 |
|
|
2024
Q2 | – | Hold |
0
| – | -$6 | – | 327 |
|
|
2024
Q1 | – | Hold |
0
| – | -$9 | – | 329 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 303 |
|