IMA Advisory Services’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 | $84.3K | Hold |
1,961
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $80.7K | Buy |
+1,961
| New | +$80.7K | 0.01% | 209 |
|
|
2024
Q4 | – | Sell |
-1,961
| Closed | -$83.9K | – | 270 |
|
|
2024
Q3 | $83.9K | Buy |
+1,961
| New | +$83.9K | 0.02% | 158 |
|
|
2023
Q4 | – | Sell |
-1,961
| Closed | -$56.1K | – | 249 |
|
|
2023
Q3 | $56.1K | Hold |
1,961
| – | – | 0.01% | 177 |
|
|
2023
Q2 | $59.5K | Hold |
1,961
| – | – | 0.02% | 171 |
|
|
2023
Q1 | $66.9K | Hold |
1,961
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $84.4K | Hold |
1,961
| – | – | 0.02% | 168 |
|
|
2022
Q3 | $85K | Hold |
1,961
| – | – | 0.02% | 165 |
|
|
2022
Q2 | $93K | Hold |
1,961
| – | – | 0.02% | 172 |
|
|
2022
Q1 | $111K | Hold |
1,961
| – | – | 0.03% | 143 |
|
|
2021
Q4 | $115K | Hold |
1,961
| – | – | 0.03% | 149 |
|
|
2021
Q3 | $115K | Hold |
1,961
| – | – | 0.03% | 142 |
|
|
2021
Q2 | $109K | Hold |
1,961
| – | – | 0.03% | 142 |
|
|
2021
Q1 | $114K | Hold |
1,961
| – | – | 0.03% | 136 |
|
|
2020
Q4 | $94K | Hold |
1,961
| – | – | 0.03% | 135 |
|
|
2020
Q3 | $75K | Hold |
1,961
| – | – | 0.03% | 142 |
|
|
2020
Q2 | $74K | Hold |
1,961
| – | – | 0.03% | 143 |
|
|
2020
Q1 | $60K | Hold |
1,961
| – | – | 0.03% | 142 |
|
|
2019
Q4 | $110K | Hold |
1,961
| – | – | 0.04% | 125 |
|
|
2019
Q3 | $105K | Hold |
1,961
| – | – | 0.04% | 129 |
|
|
2019
Q2 | $96K | Hold |
1,961
| – | – | 0.04% | 129 |
|
|
2019
Q1 | $91K | Sell |
1,961
-347
| -15% | -$16.1K | 0.04% | 134 |
|
|
2018
Q4 | $100K | Hold |
2,308
| – | – | 0.05% | 131 |
|
|
2018
Q3 | $112K | Hold |
2,308
| – | – | 0.04% | 130 |
|
|
2018
Q2 | $116K | Buy |
+2,308
| New | +$116K | 0.05% | 131 |
|