Eads & Heald 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 | $489K | Sell |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $599K | Buy |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $548K | Buy |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $657K | Buy |
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|
2021
Q2 | $584K | Buy |
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|
2021
Q1 | $564K | Sell |
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|
2020
Q4 | $482K | Sell |
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|
2020
Q3 | $534K | Sell |
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|
2020
Q2 | $609K | Buy |
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|
2020
Q1 | $449K | Sell |
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|
2019
Q4 | $1.85M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $936K | Sell |
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|
2019
Q1 | $901K | Buy |
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|
2018
Q4 | $785K | Buy |
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|
2018
Q3 | $819K | Buy |
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|
2018
Q2 | $742K | Buy |
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|
2018
Q1 | $746K | Buy |
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|
2017
Q4 | $693K | Sell |
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|
2017
Q3 | $683K | Buy |
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|
2017
Q2 | $652K | Buy |
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|
2017
Q1 | $613K | Buy |
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|
2016
Q4 | $611K | Buy |
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|
2016
Q3 | $361K | Hold |
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|
2016
Q2 | $341K | Sell |
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|
2016
Q1 | $439K | Sell |
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|
2015
Q4 | $514K | Sell |
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|
2015
Q3 | $582K | Sell |
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|
2015
Q2 | $926K | Sell |
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|
2015
Q1 | $909K | Sell |
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|
2014
Q4 | $936K | Buy |
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|
2014
Q3 | $891K | Buy |
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|
2014
Q2 | $466K | Sell |
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|
2014
Q1 | $476K | Sell |
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|
2013
Q4 | $529K | Buy |
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|
2013
Q3 | $462K | Buy |
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|
2013
Q2 | $398K | Buy |
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