International Private Wealth Advisors’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 | $410K | Sell |
9,538
-258
| -3% | -$11.1K | 0.35% | 78 |
|
|
2025
Q1 | $403K | Buy |
9,796
+1,035
| +12% | +$42.6K | 0.39% | 69 |
|
|
2024
Q4 | $380K | Buy |
8,761
+154
| +2% | +$6.68K | 0.38% | 70 |
|
|
2024
Q3 | $368K | Sell |
8,607
-443
| -5% | -$18.9K | 0.54% | 53 |
|
|
2024
Q2 | $352K | Buy |
9,050
+578
| +7% | +$22.5K | 0.59% | 50 |
|
|
2024
Q1 | $330K | Buy |
+8,472
| New | +$330K | 0.64% | 57 |
|