HHM 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 | $384K | Sell |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $193K | Buy |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $226K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $183K | Sell |
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|
2019
Q4 | $379K | Buy |
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