EverSource 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 | $686K | Buy |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $178K | Sell |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $830K | Buy |
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|
2022
Q1 | $895K | Buy |
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|
2021
Q4 | $731K | Buy |
|