Institute for Wealth Management’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
Q3 | $392K | Buy |
|
|||||
|
2025
Q2 | $350K | Buy |
|
|||||
|
2025
Q1 | $335K | Hold |
|
|||||
|
2024
Q4 | $353K | Hold |
|
|||||
|
2024
Q3 | $348K | Sell |
|
|||||
|
2024
Q2 | $328K | Buy |
|
|||||
|
2024
Q1 | $326K | Sell |
|
|||||
|
2023
Q4 | $311K | Sell |
|
|||||
|
2023
Q3 | $249K | Sell |
|
|||||
|
2023
Q2 | $266K | Buy |
|
|||||
|
2023
Q1 | $281K | Sell |
|
|||||
|
2022
Q4 | $356K | Sell |
|
|||||
|
2022
Q3 | $379K | Hold |
|
|||||
|
2022
Q2 | $413K | Sell |
|
|||||
|
2022
Q1 | $494K | Buy |
|
|||||
|
2021
Q4 | $500K | Sell |
|
|||||
|
2021
Q3 | $502K | Sell |
|
|||||
|
2021
Q2 | $485K | Sell |
|
|||||
|
2021
Q1 | $511K | Sell |
|
|||||
|
2020
Q4 | $425K | Buy |
|
|||||
|
2020
Q3 | $311K | Sell |
|
|||||
|
2020
Q2 | $308K | Sell |
|
|||||
|
2020
Q1 | $257K | Buy |
|
|||||
|
2019
Q4 | $459K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $285K | Buy |
|
|||||
|
2019
Q1 | $263K | Sell |
|
|||||
|
2018
Q4 | $255K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $261K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $260K | Buy |
|