Keudell/Morrison Wealth Management’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 | $392K | Hold |
9,112
| – | – | 0.09% | 143 |
|
|
2025
Q1 | $375K | Sell |
9,112
-5
| -0.1% | -$206 | 0.09% | 138 |
|
|
2024
Q4 | $395K | Sell |
9,117
-1,270
| -12% | -$55.1K | 0.1% | 133 |
|
|
2024
Q3 | $444K | Hold |
10,387
| – | – | 0.12% | 124 |
|
|
2024
Q2 | $404K | Sell |
10,387
-140
| -1% | -$5.44K | 0.12% | 135 |
|
|
2024
Q1 | $410K | Buy |
10,527
+1,266
| +14% | +$49.3K | 0.12% | 131 |
|
|
2023
Q4 | $342K | Sell |
9,261
-1,190
| -11% | -$43.9K | 0.11% | 138 |
|
|
2023
Q3 | $299K | Buy |
10,451
+3,501
| +50% | +$100K | 0.09% | 141 |
|
|
2023
Q2 | $211K | Sell |
6,950
-350
| -5% | -$10.6K | 0.06% | 181 |
|
|
2023
Q1 | $249K | Buy |
7,300
+1,041
| +17% | +$35.5K | 0.07% | 158 |
|
|
2022
Q4 | $269K | Sell |
6,259
-203
| -3% | -$8.73K | 0.09% | 152 |
|
|
2022
Q3 | $281K | Buy |
6,462
+736
| +13% | +$32K | 0.11% | 141 |
|
|
2022
Q2 | $272K | Buy |
5,726
+2,197
| +62% | +$104K | 0.1% | 145 |
|
|
2022
Q1 | $200K | Buy |
+3,529
| New | +$200K | 0.08% | 173 |
|
|
2021
Q4 | – | Sell |
-3,451
| Closed | -$202K | – | 194 |
|
|
2021
Q3 | $202K | Buy |
+3,451
| New | +$202K | 0.09% | 169 |
|