FSC Wealth 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 | – | Sell |
-396
| Closed | -$16.3K | – | 228 |
|
|
2025
Q1 | $16.3K | Buy |
396
+4
| +1% | +$165 | 0.01% | 178 |
|
|
2024
Q4 | $17K | Sell |
392
-12
| -3% | -$521 | 0.01% | 175 |
|
|
2024
Q3 | $17.3K | Buy |
404
+5
| +1% | +$214 | 0.01% | 169 |
|
|
2024
Q2 | $15.5K | Hold |
399
| – | – | 0.01% | 170 |
|
|
2024
Q1 | $15.6K | Sell |
399
-2
| -0.5% | -$78 | 0.01% | 172 |
|
|
2023
Q4 | $14.8K | Hold |
401
| – | – | 0.01% | 172 |
|
|
2023
Q3 | $11.5K | Buy |
+401
| New | +$11.5K | 0.01% | 158 |
|