IBEX 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 | $7.76M | Buy |
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|
2025
Q1 | $7.27M | Buy |
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|
2024
Q4 | $7.63M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $4.46M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.39K | Buy |
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|
2023
Q1 | $2.63M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.76M | Buy |
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|
2021
Q2 | $5.25M | Buy |
|