Icon Wealth Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $811K | Sell |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $4.34M | Buy |
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|
2022
Q2 | $5.37M | Sell |
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|
2022
Q1 | $6.9M | Sell |
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|
2021
Q4 | $7.2M | Sell |
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|
2021
Q3 | $7.43M | Sell |
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|
2021
Q2 | $7.17M | Buy |
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|
2021
Q1 | $6.45M | Buy |
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|
2020
Q4 | $4.38M | Buy |
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|
2020
Q3 | $3.14M | Buy |
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|
2020
Q2 | $769K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $82K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $91K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $85K | Buy |
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