IHT Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
13,416
-2,405
| -15% | -$103K | 0.02% | 651 |
|
|
2025
Q1 | $651K | Buy |
15,821
+29
| +0.2% | +$1.19K | 0.02% | 589 |
|
|
2024
Q4 | $685K | Buy |
15,792
+344
| +2% | +$14.9K | 0.02% | 576 |
|
|
2024
Q3 | $656K | Buy |
15,448
+6,080
| +65% | +$258K | 0.02% | 634 |
|
|
2024
Q2 | $364K | Sell |
9,368
-353
| -4% | -$13.7K | 0.01% | 734 |
|
|
2024
Q1 | $379K | Buy |
9,721
+141
| +1% | +$5.5K | 0.02% | 718 |
|
|
2023
Q4 | $354K | Sell |
9,580
-2,358
| -20% | -$87.1K | 0.02% | 703 |
|
|
2023
Q3 | $342K | Sell |
11,938
-1,510
| -11% | -$43.2K | 0.02% | 678 |
|
|
2023
Q2 | $408K | Sell |
13,448
-6,615
| -33% | -$201K | 0.02% | 612 |
|
|
2023
Q1 | $684K | Buy |
20,063
+1,833
| +10% | +$62.5K | 0.04% | 413 |
|
|
2022
Q4 | $784K | Sell |
18,230
-922
| -5% | -$39.7K | 0.05% | 358 |
|
|
2022
Q3 | $834K | Buy |
19,152
+5,287
| +38% | +$230K | 0.06% | 317 |
|
|
2022
Q2 | $658K | Sell |
13,865
-207
| -1% | -$9.82K | 0.06% | 317 |
|
|
2022
Q1 | $798K | Buy |
14,072
+994
| +8% | +$56.4K | 0.06% | 302 |
|
|
2021
Q4 | $766K | Buy |
13,078
+377
| +3% | +$22.1K | 0.06% | 317 |
|
|
2021
Q3 | $745K | Sell |
12,701
-4,229
| -25% | -$248K | 0.06% | 311 |
|
|
2021
Q2 | $940K | Sell |
16,930
-1,566
| -8% | -$86.9K | 0.06% | 334 |
|
|
2021
Q1 | $1.08M | Buy |
18,496
+1,599
| +9% | +$93.3K | 0.08% | 256 |
|
|
2020
Q4 | $810K | Buy |
16,897
+1,164
| +7% | +$55.8K | 0.07% | 278 |
|
|
2020
Q3 | $599K | Buy |
15,733
+9,540
| +154% | +$363K | 0.06% | 306 |
|
|
2020
Q2 | $233K | Sell |
6,193
-10,277
| -62% | -$387K | 0.03% | 477 |
|
|
2020
Q1 | $508K | Sell |
16,470
-2,706
| -14% | -$83.5K | 0.07% | 283 |
|
|
2019
Q4 | $1.08M | Buy |
19,176
+3,652
| +24% | +$206K | 0.13% | 182 |
|
|
2019
Q3 | $829K | Buy |
15,524
+2,428
| +19% | +$130K | 0.11% | 218 |
|
|
2019
Q2 | $643K | Buy |
13,096
+82
| +0.6% | +$4.03K | 0.09% | 238 |
|
|
2019
Q1 | $606K | Buy |
13,014
+5,513
| +73% | +$257K | 0.1% | 235 |
|
|
2018
Q4 | $325K | Buy |
7,501
+234
| +3% | +$10.1K | 0.06% | 313 |
|
|
2018
Q3 | $353K | Buy |
7,267
+533
| +8% | +$25.9K | 0.08% | 289 |
|
|
2018
Q2 | $340K | Buy |
6,734
+2,494
| +59% | +$126K | 0.09% | 278 |
|
|
2018
Q1 | $216K | Buy |
4,240
+282
| +7% | +$14.4K | 0.06% | 332 |
|
|
2017
Q4 | $204K | Buy |
3,958
+196
| +5% | +$10.1K | 0.05% | 343 |
|
|
2017
Q3 | $179K | Buy |
3,762
+84
| +2% | +$4K | 0.08% | 264 |
|
|
2017
Q2 | $13 | Buy |
3,678
+2,294
| +166% | +$8 | 0.01% | 898 |
|
|
2017
Q1 | $61K | Buy |
1,384
+1,325
| +2,246% | +$58.4K | 0.04% | 378 |
|
|
2016
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 997 |
|