FSB Premier 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
Q3 | $390K | Sell |
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|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $397K | Sell |
|
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $611K | Sell |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $681K | Sell |
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|
2020
Q4 | $630K | Buy |
|