Formidable Asset 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 | $332K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $687K | Hold |
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|
2021
Q3 | $682K | Sell |
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|
2021
Q2 | $667K | Hold |
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|
2021
Q1 | $708K | Buy |
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|
2020
Q4 | $570K | Hold |
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|
2020
Q3 | $457K | Sell |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $350K | Hold |
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|
2019
Q4 | $640K | Buy |
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|
2019
Q3 | $509K | Buy |
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|
2019
Q2 | $471K | Buy |
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|
2019
Q1 | $1.32M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $68K | Sell |
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|
2015
Q4 | $78K | Buy |
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|
2015
Q3 | $71K | Buy |
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|
2015
Q2 | $68K | Hold |
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|
2015
Q1 | $66K | Hold |
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|
2014
Q4 | $65K | Hold |
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|
2014
Q3 | $64K | Sell |
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|
2014
Q2 | $79K | Hold |
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|
2014
Q1 | $75K | Hold |
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|
2013
Q4 | $75K | Hold |
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|
2013
Q3 | $68K | Buy |
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