J.W. Cole 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
Q4 | $2.48M | Sell |
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|
2025
Q3 | $3.26M | Buy |
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|
2025
Q2 | $3.05M | Buy |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $2.14M | Sell |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $975K | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $520K | Sell |
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|
2019
Q4 | $1.92M | Buy |
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