GW Henssler & Associates’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 | $28.7M | Buy |
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2025
Q1 | $26.6M | Buy |
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2024
Q4 | $21.5M | Sell |
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2024
Q3 | $21.6M | Buy |
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2024
Q2 | $433K | Buy |
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2024
Q1 | $383K | Buy |
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2023
Q4 | $338K | Buy |
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2023
Q3 | $252K | Sell |
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2023
Q2 | $497K | Sell |
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2023
Q1 | $628K | Sell |
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2022
Q4 | $850K | Buy |
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2022
Q3 | $840K | Sell |
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2022
Q2 | $970K | Sell |
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2022
Q1 | $34M | Buy |
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2021
Q4 | $33.5M | Buy |
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2021
Q3 | $33.2M | Buy |
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2021
Q2 | $28.2M | Buy |
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2021
Q1 | $27.3M | Buy |
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2020
Q4 | $457K | Buy |
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2020
Q3 | $309K | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $617K | Sell |
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2018
Q2 | $644K | Sell |
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2018
Q1 | $747K | Hold |
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2017
Q4 | $714K | Sell |
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2017
Q3 | $702K | Sell |
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2017
Q2 | $1.05M | Buy |
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2017
Q1 | $1.02M | Sell |
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2016
Q4 | $1.26M | Sell |
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2016
Q3 | $1.19M | Sell |
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2016
Q2 | $1.14M | Sell |
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2016
Q1 | $1.82M | Sell |
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2015
Q4 | $4.3M | Sell |
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2015
Q3 | $6.36M | Sell |
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2015
Q2 | $9.21M | Sell |
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2015
Q1 | $13.2M | Sell |
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2014
Q4 | $14.7M | Buy |
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2014
Q3 | $13.8M | Sell |
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2014
Q2 | $14.7M | Sell |
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2014
Q1 | $17.5M | Sell |
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2013
Q4 | $16.5M | Buy |
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2013
Q3 | $14.4M | Buy |
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2013
Q2 | $13.7M | Buy |
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