JFS 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
Q2 | $10.9K | Sell |
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|
2025
Q1 | $15.7K | Buy |
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|
2024
Q4 | $14.1K | Sell |
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|
2024
Q3 | $45.3K | Buy |
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|
2024
Q2 | $37.1K | Hold |
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|
2024
Q1 | $37.2K | Hold |
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|
2023
Q4 | $35.3K | Sell |
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|
2023
Q3 | $29.2K | Buy |
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|
2023
Q2 | $29.4K | Buy |
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|
2023
Q1 | $4.6K | Sell |
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|
2022
Q4 | $9.16K | Sell |
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|
2022
Q3 | $116K | Sell |
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|
2022
Q2 | $133K | Sell |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $157K | Buy |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $14K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $328K | Buy |
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