JFS 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 | $10.9K | Sell |
254
-127
| -33% | -$5.46K | ﹤0.01% | 841 |
|
|
2025
Q1 | $15.7K | Buy |
381
+57
| +18% | +$2.35K | ﹤0.01% | 734 |
|
|
2024
Q4 | $14.1K | Sell |
324
-736
| -69% | -$31.9K | ﹤0.01% | 748 |
|
|
2024
Q3 | $45.3K | Buy |
1,060
+105
| +11% | +$4.49K | ﹤0.01% | 489 |
|
|
2024
Q2 | $37.1K | Hold |
955
| – | – | ﹤0.01% | 468 |
|
|
2024
Q1 | $37.2K | Hold |
955
| – | – | ﹤0.01% | 492 |
|
|
2023
Q4 | $35.3K | Sell |
955
-67
| -7% | -$2.47K | ﹤0.01% | 472 |
|
|
2023
Q3 | $29.2K | Buy |
1,022
+54
| +6% | +$1.55K | ﹤0.01% | 461 |
|
|
2023
Q2 | $29.4K | Buy |
968
+833
| +617% | +$25.3K | ﹤0.01% | 456 |
|
|
2023
Q1 | $4.6K | Sell |
135
-78
| -37% | -$2.66K | ﹤0.01% | 1020 |
|
|
2022
Q4 | $9.17K | Sell |
213
-2,452
| -92% | -$106K | ﹤0.01% | 744 |
|
|
2022
Q3 | $116K | Sell |
2,665
-137
| -5% | -$5.96K | 0.01% | 268 |
|
|
2022
Q2 | $133K | Sell |
2,802
-163
| -5% | -$7.74K | 0.01% | 256 |
|
|
2022
Q1 | $168K | Buy |
2,965
+198
| +7% | +$11.2K | 0.02% | 242 |
|
|
2021
Q4 | $162K | Buy |
2,767
+93
| +3% | +$5.45K | 0.02% | 249 |
|
|
2021
Q3 | $157K | Buy |
2,674
+2,342
| +705% | +$138K | 0.02% | 247 |
|
|
2021
Q2 | $18K | Sell |
332
-45
| -12% | -$2.44K | ﹤0.01% | 381 |
|
|
2021
Q1 | $22K | Hold |
377
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $18K | Hold |
377
| – | – | ﹤0.01% | 346 |
|
|
2020
Q3 | $14K | Hold |
377
| – | – | ﹤0.01% | 362 |
|
|
2020
Q2 | $14K | Buy |
+377
| New | +$14K | ﹤0.01% | 350 |
|
|
2013
Q3 | – | Sell |
-9,678
| Closed | -$328K | – | 128 |
|
|
2013
Q2 | $328K | Buy |
+9,678
| New | +$328K | 0.16% | 83 |
|