Guardian Wealth Advisors (North Carolina)’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
Q2 | $581K | Sell |
|
|||||
|
2025
Q1 | $567K | Sell |
|
|||||
|
2024
Q4 | $600K | Sell |
|
|||||
|
2024
Q3 | $637K | Buy |
|
|||||
|
2024
Q2 | $536K | Sell |
|
|||||
|
2024
Q1 | $1.77M | Buy |
|
|||||
|
2023
Q4 | $1.66M | Sell |
|
|||||
|
2023
Q3 | $1.38M | Sell |
|
|||||
|
2023
Q2 | $1.56M | Sell |
|
|||||
|
2023
Q1 | $1.92M | Sell |
|
|||||
|
2022
Q4 | $2.65M | Sell |
|
|||||
|
2022
Q3 | $2.7M | Buy |
|
|||||
|
2022
Q2 | $2.76M | Buy |
|