Fonville Wealth Management’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 | $294K | Hold |
6,841
| – | – | 0.07% | 103 |
|
|
2025
Q1 | $270K | Hold |
6,841
| – | – | 0.08% | 99 |
|
|
2024
Q4 | $297K | Sell |
6,841
-873
| -11% | -$37.9K | 0.1% | 90 |
|
|
2024
Q3 | $330K | Buy |
7,714
+10
| +0.1% | +$428 | 0.11% | 86 |
|
|
2024
Q2 | $299K | Buy |
7,704
+19
| +0.2% | +$738 | 0.12% | 80 |
|
|
2024
Q1 | $300K | Buy |
7,685
+1,580
| +26% | +$61.6K | 0.13% | 76 |
|
|
2023
Q4 | $225K | Buy |
+6,105
| New | +$225K | 0.12% | 78 |
|