Heartwood Wealth Advisors’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 | $241K | Sell |
5,612
-1,086
| -16% | -$46.7K | 0.03% | 168 |
|
|
2025
Q1 | $276K | Hold |
6,698
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $291K | Hold |
6,698
| – | – | 0.03% | 135 |
|
|
2024
Q3 | $286K | Sell |
6,698
-2,833
| -30% | -$121K | 0.03% | 137 |
|
|
2024
Q2 | $370K | Buy |
9,531
+2,747
| +40% | +$107K | 0.04% | 115 |
|
|
2024
Q1 | $264K | Hold |
6,784
| – | – | 0.03% | 122 |
|
|
2023
Q4 | $250K | Buy |
+6,784
| New | +$250K | 0.03% | 117 |
|
|
2023
Q3 | – | Sell |
-6,773
| Closed | -$206K | – | 146 |
|
|
2023
Q2 | $206K | Sell |
6,773
-3
| -0% | -$91 | 0.03% | 135 |
|
|
2023
Q1 | $231K | Buy |
+6,776
| New | +$231K | 0.03% | 116 |
|
|
2022
Q2 | – | Sell |
-5,662
| Closed | -$321K | – | 127 |
|
|
2022
Q1 | $321K | Buy |
5,662
+824
| +17% | +$46.7K | 0.05% | 98 |
|
|
2021
Q4 | $283K | Buy |
+4,838
| New | +$283K | 0.04% | 89 |
|