IVC Wealth Advisors’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 | $2.27M | Buy |
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|
2025
Q2 | $2.13M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $2.18M | Sell |
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|
2022
Q1 | $2.63M | Sell |
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|
2021
Q4 | $2.84M | Sell |
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|
2021
Q3 | $2.92M | Hold |
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|
2021
Q2 | $2.76M | Sell |
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|
2021
Q1 | $2.91M | Sell |
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|
2020
Q4 | $2.41M | Buy |
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