Evermay 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 | $250K | Sell |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $285K | Sell |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $312K | Sell |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $976K | Buy |
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|
2019
Q3 | $582K | Sell |
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|
2019
Q2 | $555K | Sell |
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|
2019
Q1 | $538K | Buy |
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|
2018
Q4 | $483K | Buy |
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|
2018
Q3 | $410K | Sell |
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|
2018
Q2 | $493K | Sell |
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|
2018
Q1 | $510K | Buy |
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|
2017
Q4 | $396K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $200K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $353K | Sell |
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|
2014
Q3 | $407K | Sell |
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|
2014
Q2 | $431K | Buy |
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|
2014
Q1 | $253K | Buy |
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