Heartwood Wealth Advisors’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 | $147K | Sell |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $283K | Buy |
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