Joel Isaacson & Co’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 | $213K | Sell |
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|
2025
Q1 | $213K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $55K | Buy |
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|
2016
Q3 | $44K | Buy |
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|
2016
Q2 | $42K | Buy |
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|
2016
Q1 | $39K | Buy |
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|
2015
Q4 | $44K | Buy |
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|
2015
Q3 | $42K | Hold |
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|
2015
Q2 | $47K | Buy |
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|
2015
Q1 | $46K | Sell |
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|
2014
Q4 | $53K | Buy |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Buy |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $4K | Buy |
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|
2013
Q3 | $4K | Buy |
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