High Net Worth Advisory Group’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 | $213K | Sell |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $238K | Hold |
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|
2024
Q3 | $234K | Hold |
|
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $213K | Sell |
|
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|
2023
Q4 | $224K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $379K | Hold |
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|
2022
Q1 | $453K | Hold |
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|
2021
Q4 | $468K | Buy |
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