First Trust Direct Indexing’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.56M | Buy |
|
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|
2023
Q4 | $1.11M | Buy |
|
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|
2023
Q3 | $472K | Buy |
|
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|
2023
Q2 | $455K | Sell |
|
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|
2023
Q1 | $705K | Sell |
|
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|
2022
Q4 | $894K | Sell |
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|
2022
Q3 | $990K | Buy |
|
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|
2022
Q2 | $1.04M | Sell |
|
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|
2022
Q1 | $1.42M | Buy |
|
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.56M | Sell |
|
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.04M | Buy |
|