GoalVest 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 | $8.81K | Buy |
205
+198
| +2,829% | +$8.51K | ﹤0.01% | 313 |
|
|
2025
Q1 | $288 | Buy |
+7
| New | +$288 | ﹤0.01% | 412 |
|
|
2024
Q1 | – | Sell |
-145
| Closed | -$5.35K | – | 476 |
|
|
2023
Q4 | $5.35K | Buy |
+145
| New | +$5.35K | ﹤0.01% | 284 |
|
|
2023
Q3 | – | Sell |
-28,685
| Closed | -$871K | – | 489 |
|
|
2023
Q2 | $871K | Sell |
28,685
-1,910
| -6% | -$58K | 0.45% | 46 |
|
|
2023
Q1 | $1.04M | Buy |
30,595
+1,982
| +7% | +$67.6K | 0.61% | 46 |
|
|
2022
Q4 | $1.23M | Buy |
28,613
+3,576
| +14% | +$154K | 0.79% | 27 |
|
|
2022
Q3 | $1.09M | Buy |
25,037
+3,949
| +19% | +$172K | 0.76% | 29 |
|
|
2022
Q2 | $1.03M | Buy |
21,088
+21,074
| +150,529% | +$1.03M | 0.65% | 43 |
|
|
2022
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 364 |
|