Evoke Wealth’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 | $238K | Buy |
+5,543
| New | +$238K | 0.01% | 506 |
|
|
2022
Q4 | – | Sell |
-3,260
| Closed | -$142K | – | 1063 |
|
|
2022
Q3 | $142K | Buy |
3,260
+1,477
| +83% | +$64.3K | 0.01% | 368 |
|
|
2022
Q2 | $85K | Buy |
1,783
+758
| +74% | +$36.1K | ﹤0.01% | 434 |
|
|
2022
Q1 | $58K | Sell |
1,025
-260
| -20% | -$14.7K | ﹤0.01% | 500 |
|
|
2021
Q4 | $75K | Sell |
1,285
-849
| -40% | -$49.6K | ﹤0.01% | 482 |
|
|
2021
Q3 | $125K | Hold |
2,134
| – | – | ﹤0.01% | 398 |
|
|
2021
Q2 | $118K | Sell |
2,134
-133
| -6% | -$7.35K | ﹤0.01% | 411 |
|
|
2021
Q1 | $132K | Buy |
2,267
+1,421
| +168% | +$82.7K | 0.01% | 353 |
|
|
2020
Q4 | $41K | Hold |
846
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $32K | Sell |
846
-45
| -5% | -$1.7K | ﹤0.01% | 419 |
|
|
2020
Q2 | $33K | Sell |
891
-1,831
| -67% | -$67.8K | ﹤0.01% | 400 |
|
|
2020
Q1 | $83.9K | Sell |
2,722
-4,009
| -60% | -$124K | 0.01% | 283 |
|
|
2019
Q4 | $379K | Buy |
6,731
+3,819
| +131% | +$215K | 0.05% | 144 |
|
|
2019
Q3 | $155K | Buy |
+2,912
| New | +$155K | 0.02% | 303 |
|