GeoWealth 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 | $253K | Buy |
5,879
+577
| +11% | +$24.8K | 0.01% | 592 |
|
|
2025
Q1 | $218K | Sell |
5,302
-777
| -13% | -$32K | 0.01% | 640 |
|
|
2024
Q4 | $264K | Sell |
6,079
-288
| -5% | -$12.5K | 0.01% | 663 |
|
|
2024
Q3 | $272K | Sell |
6,367
-1,663
| -21% | -$71.1K | 0.01% | 627 |
|
|
2024
Q2 | $312K | Buy |
8,030
+747
| +10% | +$29K | 0.01% | 569 |
|
|
2024
Q1 | $284K | Sell |
7,283
-1,091
| -13% | -$42.5K | 0.01% | 588 |
|
|
2023
Q4 | $310K | Buy |
8,374
+7,017
| +517% | +$260K | 0.03% | 406 |
|
|
2023
Q3 | $38K | Buy |
+1,357
| New | +$38K | ﹤0.01% | 408 |
|