Heritage 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
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $1.63M | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $17.5M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $14.7M | Buy |
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|
2021
Q2 | $13.1M | Buy |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | $7.94M | Buy |
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|
2020
Q2 | $1.94M | Sell |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $2.69M | Buy |
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|
2019
Q3 | $517K | Sell |
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|
2019
Q2 | $499K | Buy |
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|
2019
Q1 | $450K | Sell |
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|
2018
Q4 | $425K | Buy |
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|
2018
Q3 | $355K | Sell |
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|
2018
Q2 | $372K | Buy |
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|
2018
Q1 | $382K | Sell |
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|
2017
Q4 | $366K | Buy |
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|
2017
Q3 | $333K | Buy |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $291K | Buy |
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|
2016
Q4 | $306K | Sell |
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|
2016
Q3 | $335K | Sell |
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|
2016
Q2 | $427K | Buy |
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|
2016
Q1 | $397K | Sell |
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|
2015
Q4 | $449K | Sell |
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|
2015
Q3 | $433K | Buy |
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|
2015
Q2 | $484K | Sell |
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|
2015
Q1 | $504K | Buy |
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|
2014
Q4 | $500K | Buy |
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|
2014
Q3 | $287K | Buy |
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|
2014
Q2 | $290K | Hold |
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|
2014
Q1 | $295K | Sell |
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|
2013
Q4 | $288K | Buy |
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