Financial Advocates Investment 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 | – | Sell |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $821K | Sell |
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|
2024
Q3 | $817K | Buy |
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|
2024
Q2 | $737K | Sell |
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|
2024
Q1 | $768K | Buy |
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|
2023
Q4 | $663K | Buy |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $226K | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $346K | Buy |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Buy |
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