HB Wealth Management’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
Q3 | $7.05M | Buy |
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|
2025
Q2 | $5.11M | Sell |
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|
2025
Q1 | $5.64M | Buy |
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|
2024
Q4 | $5.18M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | $3.74M | Buy |
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|
2024
Q1 | $3.68M | Sell |
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|
2023
Q4 | $3.54M | Buy |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.93M | Buy |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.53M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $1.52M | Buy |
|