Global Wealth Management Investment Advisory’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 | $5.54M | Buy |
128,968
+39,308
| +44% | +$1.69M | 1.04% | 25 |
|
|
2025
Q1 | $3.69M | Buy |
89,660
+7,837
| +10% | +$322K | 0.74% | 48 |
|
|
2024
Q4 | $3.55M | Buy |
81,823
+3,720
| +5% | +$161K | 0.73% | 46 |
|
|
2024
Q3 | $3.34M | Buy |
+78,103
| New | +$3.34M | 0.72% | 46 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$36.9K | – | 402 |
|
|
2023
Q4 | $36.9K | Hold |
1,000
| – | – | 0.01% | 213 |
|
|
2023
Q3 | $28.6K | Buy |
1,000
+200
| +25% | +$5.72K | 0.01% | 226 |
|
|
2023
Q2 | $24.3K | Buy |
+800
| New | +$24.3K | 0.01% | 235 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$28K | – | 433 |
|
|
2022
Q2 | $28K | Hold |
600
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $34K | Hold |
600
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $35K | Hold |
600
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $35K | Sell |
600
-2,687
| -82% | -$157K | 0.01% | 222 |
|
|
2021
Q2 | $182K | Buy |
3,287
+160
| +5% | +$8.86K | 0.06% | 135 |
|
|
2021
Q1 | $182K | Hold |
3,127
| – | – | 0.07% | 121 |
|
|
2020
Q4 | $150K | Buy |
3,127
+20
| +0.6% | +$959 | 0.06% | 119 |
|
|
2020
Q3 | $118K | Buy |
3,107
+2,159
| +228% | +$82K | 0.05% | 124 |
|
|
2020
Q2 | $36K | Buy |
948
+25
| +3% | +$949 | 0.02% | 221 |
|
|
2020
Q1 | $28K | Sell |
923
-150
| -14% | -$4.55K | 0.01% | 221 |
|
|
2019
Q4 | $60K | Buy |
1,073
+285
| +36% | +$15.9K | 0.03% | 168 |
|
|
2019
Q3 | $42K | Hold |
788
| – | – | 0.02% | 181 |
|
|
2019
Q2 | $39K | Hold |
788
| – | – | 0.02% | 189 |
|
|
2019
Q1 | $37K | Hold |
788
| – | – | 0.02% | 237 |
|
|
2018
Q4 | $34K | Buy |
+788
| New | +$34K | 0.02% | 241 |
|