EP Wealth Advisors’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 | $936K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $618K | Sell |
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|
2024
Q3 | $617K | Buy |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $1,000K | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $619K | Sell |
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|
2021
Q3 | $679K | Sell |
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|
2021
Q2 | $702K | Sell |
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|
2021
Q1 | $883K | Buy |
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|
2020
Q4 | $726K | Sell |
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|
2020
Q3 | $617K | Sell |
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|
2020
Q2 | $880K | Sell |
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|
2020
Q1 | $8.73M | Buy |
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|
2019
Q4 | $14.5M | Buy |
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|
2019
Q3 | $13.6M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $16.7M | Buy |
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|
2018
Q4 | $14.2M | Buy |
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|
2018
Q3 | $15.1M | Buy |
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|
2018
Q2 | $14M | Buy |
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|
2018
Q1 | $13.9M | Buy |
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|
2017
Q4 | $12.8M | Buy |
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|
2017
Q3 | $11.4M | Buy |
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|
2017
Q2 | $10.4M | Buy |
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|
2017
Q1 | $9.21M | Buy |
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|
2016
Q4 | $6.5M | Buy |
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