Fortis Group Advisors’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 | $6.45K | Hold |
150
| – | – | ﹤0.01% | 363 |
|
|
2025
Q1 | $6.17K | Hold |
150
| – | – | ﹤0.01% | 339 |
|
|
2024
Q4 | $6.51K | Hold |
150
| – | – | ﹤0.01% | 342 |
|
|
2024
Q3 | $6.42K | Hold |
150
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $5.83K | Hold |
150
| – | – | ﹤0.01% | 339 |
|
|
2024
Q1 | $5.85K | Sell |
150
-150
| -50% | -$5.85K | ﹤0.01% | 360 |
|
|
2023
Q4 | $11.1K | Buy |
300
+150
| +100% | +$5.54K | ﹤0.01% | 288 |
|
|
2023
Q3 | $4.29K | Buy |
+150
| New | +$4.29K | ﹤0.01% | 301 |
|