HighPoint Advisor 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 | $1.04M | Sell |
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|
2025
Q1 | $970K | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $851K | Sell |
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|
2023
Q4 | $865K | Buy |
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|
2022
Q2 | $813K | Buy |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $185K | Sell |
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|
2019
Q2 | $173K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $216K | Buy |
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