Empower Advisory Group’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
$271K Sell
6,304
-22,839
-78% -$982K ﹤0.01% 428
2025
Q1
$1.2M Buy
29,143
+22,201
+320% +$914K ﹤0.01% 230
2024
Q4
$301K Buy
6,942
+1,093
+19% +$47.4K ﹤0.01% 410
2024
Q3
$250K Sell
5,849
-3,107
-35% -$133K ﹤0.01% 439
2024
Q2
$348K Buy
8,956
+1,457
+19% +$56.6K ﹤0.01% 366
2024
Q1
$292K Buy
7,499
+1,070
+17% +$41.7K ﹤0.01% 413
2023
Q4
$237K Buy
+6,429
New +$237K ﹤0.01% 438
2023
Q3
Sell
-7,076
Closed -$215K 486
2023
Q2
$215K Buy
7,076
+494
+8% +$15K ﹤0.01% 455
2023
Q1
$218K Buy
+6,582
New +$218K ﹤0.01% 458