Hennion & Walsh Asset Management’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
$2.54M Buy
2025
Q2
$2.29M Buy
2025
Q1
$1.47M Buy
2024
Q4
$1.4M Buy
2024
Q3
$550K Sell
2024
Q2
$714K Buy
2024
Q1
$520K Sell
2023
Q4
$497K Sell
2023
Q3
$862K Sell
2023
Q2
$924K Sell
2023
Q1
$1.59M Sell
2022
Q4
$2.25M Sell
2022
Q3
$2.42M Buy
2022
Q2
$2.55M Buy
2022
Q1
$2.94M Buy
2021
Q4
$2.59M Buy
2021
Q3
$1.54M Buy
2021
Q2
$1.08M Buy
2021
Q1
$473K Buy