HB Wealth Management’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 | $5.11M | Sell |
118,765
-18,217
| -13% | -$783K | 0.04% | 222 |
|
|
2025
Q1 | $5.64M | Buy |
136,982
+17,514
| +15% | +$721K | 0.05% | 207 |
|
|
2024
Q4 | $5.18M | Buy |
119,468
+14,934
| +14% | +$648K | 0.05% | 161 |
|
|
2024
Q3 | $4.47M | Buy |
104,534
+8,298
| +9% | +$355K | 0.05% | 169 |
|
|
2024
Q2 | $3.74M | Buy |
96,236
+1,946
| +2% | +$75.6K | 0.04% | 180 |
|
|
2024
Q1 | $3.68M | Sell |
94,290
-1,495
| -2% | -$58.3K | 0.05% | 174 |
|
|
2023
Q4 | $3.54M | Buy |
95,785
+15,240
| +19% | +$563K | 0.05% | 163 |
|
|
2023
Q3 | $2.3M | Sell |
80,545
-660
| -0.8% | -$18.9K | 0.04% | 191 |
|
|
2023
Q2 | $2.46M | Sell |
81,205
-4,821
| -6% | -$146K | 0.04% | 179 |
|
|
2023
Q1 | $2.93M | Buy |
86,026
+15,078
| +21% | +$514K | 0.05% | 160 |
|
|
2022
Q4 | $3.05M | Sell |
70,948
-2,017
| -3% | -$86.8K | 0.06% | 153 |
|
|
2022
Q3 | $3.18M | Sell |
72,965
-1,542
| -2% | -$67.1K | 0.07% | 137 |
|
|
2022
Q2 | $3.53M | Buy |
74,507
+20,956
| +39% | +$994K | 0.07% | 130 |
|
|
2022
Q1 | $3.04M | Buy |
53,551
+27,532
| +106% | +$1.56M | 0.06% | 141 |
|
|
2021
Q4 | $1.52M | Buy |
+26,019
| New | +$1.52M | 0.03% | 184 |
|