Icon Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
14,295
+1
| +0% | +$43 | 0.04% | 230 |
|
|
2025
Q1 | $588K | Sell |
14,294
-122
| -0.8% | -$5.02K | 0.05% | 197 |
|
|
2024
Q4 | $625K | Sell |
14,416
-2,323
| -14% | -$101K | 0.05% | 187 |
|
|
2024
Q3 | $716K | Buy |
16,739
+43
| +0.3% | +$1.84K | 0.06% | 173 |
|
|
2024
Q2 | $746K | Sell |
16,696
-165
| -1% | -$7.37K | 0.07% | 163 |
|
|
2024
Q1 | $657K | Sell |
16,861
-11,479
| -41% | -$447K | 0.06% | 177 |
|
|
2023
Q4 | $1.05M | Buy |
+28,340
| New | +$1.05M | 0.11% | 125 |
|
|
2022
Q4 | $6.08M | Buy |
141,381
+601
| +0.4% | +$25.9K | 0.7% | 32 |
|
|
2022
Q3 | $6.13M | Buy |
+140,780
| New | +$6.13M | 0.74% | 24 |
|