Ellevest Inc’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 | $358K | Sell |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $40.7K | Sell |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $169K | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $344K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $191K | Buy |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $144K | Sell |
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|
2020
Q1 | $128K | Sell |
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|
2019
Q4 | $237K | Buy |
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|
2019
Q3 | $160K | Hold |
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|
2019
Q2 | $147K | Buy |
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