Fee-Only Financial Planning’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
Q3 | $617K | Sell |
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|
2025
Q2 | $661K | Buy |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $689K | Sell |
|
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|
2024
Q3 | $733K | Sell |
|
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|
2024
Q2 | $772K | Sell |
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|
2024
Q1 | $780K | Hold |
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|
2023
Q4 | $739K | Hold |
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|
2023
Q3 | $573K | Hold |
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|
2023
Q2 | $607K | Hold |
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|
2023
Q1 | $682K | Hold |
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|
2022
Q4 | $861K | Buy |
|