HBK Sorce Advisory’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 | $522K | Buy |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $427K | Buy |
|
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|
2024
Q3 | $336K | Buy |
|
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|
2024
Q2 | $287K | Sell |
|
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|
2024
Q1 | $303K | Buy |
|
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $571K | Sell |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $711K | Buy |
|
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $750K | Buy |
|
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|
2019
Q3 | $497K | Buy |
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|
2019
Q2 | $419K | Sell |
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|
2019
Q1 | $417K | Buy |
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|
2018
Q4 | $380K | Buy |
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|
2018
Q3 | $347K | Sell |
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|
2018
Q2 | $379K | Sell |
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|
2018
Q1 | $402K | Buy |
|
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|
2017
Q4 | $274K | Buy |
|
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|
2017
Q3 | $241K | Buy |
|
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|
2017
Q2 | $215K | Sell |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $233K | Buy |
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