Essex Financial Services’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 | $742K | Buy |
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|
2025
Q1 | $669K | Buy |
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|
2024
Q4 | $701K | Buy |
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|
2024
Q3 | $700K | Buy |
|
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|
2024
Q2 | $670K | Buy |
|
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|
2024
Q1 | $578K | Sell |
|
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $467K | Buy |
|
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $551K | Buy |
|