Kestra Advisory Services’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 | $9.31M | Buy |
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|
2025
Q1 | $8.5M | Buy |
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|
2024
Q4 | $8.12M | Sell |
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|
2024
Q3 | $8.44M | Sell |
|
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|
2024
Q2 | $8.78M | Buy |
|
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|
2024
Q1 | $8.29M | Buy |
|
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|
2023
Q4 | $6.18M | Sell |
|
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|
2023
Q3 | $5.01M | Buy |
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|
2023
Q2 | $3.84M | Buy |
|
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|
2023
Q1 | $3.48M | Sell |
|
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|
2022
Q4 | $6.73M | Sell |
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|
2022
Q3 | $6.81M | Buy |
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|
2022
Q2 | $7.34M | Buy |
|
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|
2022
Q1 | $6.74M | Sell |
|
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|
2021
Q4 | $7.41M | Sell |
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|
2021
Q3 | $8.03M | Buy |
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|
2021
Q2 | $6.97M | Buy |
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|
2021
Q1 | $6.67M | Buy |
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|
2020
Q4 | $4.36M | Buy |
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|
2020
Q3 | $2.54M | Buy |
|