Glass 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 | $3.27M | Buy |
76,003
+1,695
| +2% | +$72.9K | 1.74% | 19 |
|
|
2025
Q1 | $3.06M | Buy |
74,308
+6,330
| +9% | +$260K | 1.83% | 20 |
|
|
2024
Q4 | $2.95M | Buy |
67,978
+5,900
| +10% | +$256K | 1.6% | 20 |
|
|
2024
Q3 | $2.66M | Buy |
62,078
+22,208
| +56% | +$950K | 1.47% | 29 |
|
|
2024
Q2 | $1.55M | Buy |
39,870
+15,275
| +62% | +$593K | 0.91% | 38 |
|
|
2024
Q1 | $959K | Buy |
+24,595
| New | +$959K | 0.58% | 44 |
|