ForthRight Wealth 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
$327K Buy
2025
Q1
$313K Sell
2024
Q4
$338K Sell
2024
Q3
$405K Buy
2024
Q2
$362K Sell
2024
Q1
$393K Hold
2023
Q4
$372K Sell
2023
Q3
$290K Buy
2023
Q2
$306K Sell
2023
Q1
$350K Buy
2022
Q4
$429K Sell
2022
Q3
$509K Sell
2022
Q2
$605K Buy
2022
Q1
$448K Buy
2021
Q4
$286K Sell
2021
Q3
$292K Buy