IFP 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 | $362K | Sell |
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|
2025
Q1 | $346K | Buy |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $762K | Sell |
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $2.08M | Hold |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $888K | Buy |
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|
2021
Q3 | $875K | Buy |
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|
2021
Q2 | $589K | Sell |
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|
2021
Q1 | $758K | Buy |
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|
2020
Q4 | $610K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $320K | Buy |
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|
2019
Q4 | $486K | Sell |
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|
2019
Q3 | $594K | Buy |
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|
2019
Q1 | $59K | Sell |
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|
2018
Q4 | $1.36M | Sell |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.53M | Hold |
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|
2017
Q4 | $1.53M | Sell |
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|
2017
Q3 | $3.51M | Sell |
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|
2017
Q2 | $3.58M | Buy |
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|
2017
Q1 | $3.51M | Buy |
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|
2016
Q4 | $3.64M | Buy |
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|
2016
Q3 | $1.87M | Sell |
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|
2016
Q2 | $1.97M | Buy |
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|
2016
Q1 | $59K | Sell |
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|
2015
Q4 | $2.1M | Buy |
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