Independent Advisor Alliance’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 | $12.9M | Sell |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $13.2M | Buy |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $9.91M | Buy |
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|
2024
Q1 | $9.64M | Buy |
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|
2023
Q4 | $9.02M | Buy |
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|
2023
Q3 | $5.2M | Buy |
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|
2023
Q2 | $5.2M | Buy |
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|
2023
Q1 | $5.53M | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $5.5M | Sell |
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|
2022
Q2 | $13.2M | Sell |
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|
2022
Q1 | $15.9M | Sell |
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|
2021
Q4 | $17.3M | Buy |
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|
2021
Q3 | $16.8M | Buy |
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|
2021
Q2 | $8.83M | Buy |
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|
2021
Q1 | $9.15M | Buy |
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|
2020
Q4 | $6.56M | Buy |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $3.42M | Sell |
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|
2019
Q3 | $3.33M | Buy |
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|
2019
Q2 | $2.45M | Buy |
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|
2019
Q1 | $2.68M | Buy |
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|
2018
Q4 | $2.09M | Buy |
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|
2018
Q3 | $1.96M | Buy |
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|
2018
Q2 | $2.03M | Buy |
|
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|
2018
Q1 | $1.9M | Sell |
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|
2017
Q4 | $1.97M | Buy |
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|
2017
Q3 | $1.78M | Buy |
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|
2017
Q2 | $1.54M | Sell |
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|
2017
Q1 | $1.78M | Buy |
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|
2016
Q4 | $1.58M | Buy |
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