IFWM
Institute for Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
8,136
+2
| +0% | +$86 | 0.04% | 392 |
|
|
2025
Q1 | $335K | Hold |
8,134
| – | – | 0.04% | 386 |
|
|
2024
Q4 | $353K | Hold |
8,134
| – | – | 0.04% | 364 |
|
|
2024
Q3 | $348K | Sell |
8,134
-298
| -4% | -$12.7K | 0.04% | 378 |
|
|
2024
Q2 | $328K | Buy |
8,432
+73
| +0.9% | +$2.84K | 0.04% | 371 |
|
|
2024
Q1 | $326K | Sell |
8,359
-51
| -0.6% | -$1.99K | 0.04% | 369 |
|
|
2023
Q4 | $311K | Sell |
8,410
-286
| -3% | -$10.6K | 0.05% | 359 |
|
|
2023
Q3 | $249K | Sell |
8,696
-84
| -1% | -$2.4K | 0.04% | 383 |
|
|
2023
Q2 | $266K | Buy |
8,780
+531
| +6% | +$16.1K | 0.04% | 378 |
|
|
2023
Q1 | $281K | Sell |
8,249
-24
| -0.3% | -$818 | 0.05% | 367 |
|
|
2022
Q4 | $356K | Sell |
8,273
-430
| -5% | -$18.5K | 0.07% | 317 |
|
|
2022
Q3 | $379K | Hold |
8,703
| – | – | 0.09% | 287 |
|
|
2022
Q2 | $413K | Sell |
8,703
-18
| -0.2% | -$854 | 0.08% | 311 |
|
|
2022
Q1 | $494K | Buy |
8,721
+176
| +2% | +$9.97K | 0.08% | 289 |
|
|
2021
Q4 | $500K | Sell |
8,545
-18
| -0.2% | -$1.05K | 0.08% | 282 |
|
|
2021
Q3 | $502K | Sell |
8,563
-172
| -2% | -$10.1K | 0.09% | 276 |
|
|
2021
Q2 | $485K | Sell |
8,735
-20
| -0.2% | -$1.11K | 0.09% | 277 |
|
|
2021
Q1 | $511K | Sell |
8,755
-111
| -1% | -$6.48K | 0.1% | 255 |
|
|
2020
Q4 | $425K | Buy |
8,866
+683
| +8% | +$32.7K | 0.08% | 280 |
|
|
2020
Q3 | $311K | Sell |
8,183
-8
| -0.1% | -$304 | 0.07% | 307 |
|
|
2020
Q2 | $308K | Sell |
8,191
-149
| -2% | -$5.6K | 0.08% | 320 |
|
|
2020
Q1 | $257K | Buy |
8,340
+185
| +2% | +$5.7K | 0.08% | 306 |
|
|
2019
Q4 | $459K | Buy |
+8,155
| New | +$459K | 0.1% | 272 |
|
|
2019
Q3 | – | Sell |
-5,804
| Closed | -$285K | – | 466 |
|
|
2019
Q2 | $285K | Buy |
5,804
+142
| +3% | +$6.97K | 0.06% | 367 |
|
|
2019
Q1 | $263K | Sell |
5,662
-243
| -4% | -$11.3K | 0.06% | 360 |
|
|
2018
Q4 | $255K | Buy |
+5,905
| New | +$255K | 0.1% | 216 |
|
|
2018
Q1 | – | Sell |
-5,246
| Closed | -$261K | – | 381 |
|
|
2017
Q4 | $261K | Buy |
+5,246
| New | +$261K | 0.06% | 322 |
|
|
2017
Q3 | – | Sell |
-5,694
| Closed | -$260K | – | 377 |
|
|
2017
Q2 | $260K | Buy |
+5,694
| New | +$260K | 0.07% | 333 |
|