FSB Premier 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 | $385K | Sell |
8,953
-154
| -2% | -$6.62K | 0.14% | 149 |
|
|
2025
Q1 | $375K | Sell |
9,107
-41
| -0.4% | -$1.69K | 0.15% | 146 |
|
|
2024
Q4 | $397K | Sell |
9,148
-892
| -9% | -$38.7K | 0.16% | 139 |
|
|
2024
Q3 | $429K | Sell |
10,040
-780
| -7% | -$33.4K | 0.18% | 129 |
|
|
2024
Q2 | $420K | Sell |
10,820
-1,364
| -11% | -$53K | 0.19% | 116 |
|
|
2024
Q1 | $475K | Sell |
12,184
-276
| -2% | -$10.8K | 0.22% | 95 |
|
|
2023
Q4 | $460K | Sell |
12,460
-684
| -5% | -$25.3K | 0.23% | 92 |
|
|
2023
Q3 | $376K | Sell |
13,144
-829
| -6% | -$23.7K | 0.21% | 99 |
|
|
2023
Q2 | $424K | Buy |
13,973
+1,604
| +13% | +$48.7K | 0.23% | 88 |
|
|
2023
Q1 | $422K | Buy |
12,369
+3,730
| +43% | +$127K | 0.23% | 87 |
|
|
2022
Q4 | $372K | Buy |
8,639
+299
| +4% | +$12.9K | 0.2% | 96 |
|
|
2022
Q3 | $363K | Sell |
8,340
-174
| -2% | -$7.57K | 0.21% | 90 |
|
|
2022
Q2 | $403K | Buy |
8,514
+63
| +0.7% | +$2.98K | 0.22% | 89 |
|
|
2022
Q1 | $424K | Sell |
8,451
-660
| -7% | -$33.1K | 0.21% | 91 |
|
|
2021
Q4 | $533K | Sell |
9,111
-1,309
| -13% | -$76.6K | 0.22% | 79 |
|
|
2021
Q3 | $611K | Sell |
10,420
-895
| -8% | -$52.5K | 0.31% | 61 |
|
|
2021
Q2 | $628K | Sell |
11,315
-366
| -3% | -$20.3K | 0.32% | 55 |
|
|
2021
Q1 | $681K | Sell |
11,681
-1,463
| -11% | -$85.3K | 0.37% | 54 |
|
|
2020
Q4 | $630K | Buy |
+13,144
| New | +$630K | 0.34% | 60 |
|