Gladstone Institutional Advisory’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 | $633K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $849K | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $583K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Buy |
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