Integrated Wealth Concepts’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 | $1.97M | Buy |
|
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|
2025
Q1 | $1.19M | Buy |
|
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|
2024
Q4 | $1.21M | Sell |
|
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|
2024
Q3 | $1.48M | Buy |
|
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|
2024
Q2 | $936K | Sell |
|
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|
2024
Q1 | $994K | Sell |
|
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|
2023
Q4 | $953K | Sell |
|
|||||
|
2023
Q3 | $2.17M | Buy |
|
|||||
|
2023
Q2 | $2.28M | Buy |
|
|||||
|
2023
Q1 | $2.13M | Buy |
|
|||||
|
2022
Q4 | $571K | Buy |
|
|||||
|
2022
Q3 | $553K | Sell |
|
|||||
|
2022
Q2 | $625K | Buy |
|
|||||
|
2022
Q1 | $671K | Buy |
|
|||||
|
2021
Q4 | $688K | Sell |
|
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|
2021
Q3 | $702K | Buy |
|
|||||
|
2021
Q2 | $602K | Buy |
|
|||||
|
2021
Q1 | $604K | Buy |
|
|||||
|
2020
Q4 | $461K | Sell |
|
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|
2020
Q3 | $381K | Sell |
|
|||||
|
2020
Q2 | $435K | Sell |
|
|||||
|
2020
Q1 | $453K | Buy |
|
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|
2019
Q4 | $735K | Buy |
|