Hennessy Advisors Inc’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 | $1.67M | Hold |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $941K | Hold |
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|
2024
Q2 | $855K | Buy |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.33M | Sell |
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|
2015
Q4 | $4.16M | Buy |
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|
2015
Q3 | $2.67M | Buy |
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