Keudell/Morrison Wealth Management’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 | $392K | Hold |
|
|||||
|
2025
Q1 | $375K | Sell |
|
|||||
|
2024
Q4 | $395K | Sell |
|
|||||
|
2024
Q3 | $444K | Hold |
|
|||||
|
2024
Q2 | $404K | Sell |
|
|||||
|
2024
Q1 | $410K | Buy |
|
|||||
|
2023
Q4 | $342K | Sell |
|
|||||
|
2023
Q3 | $299K | Buy |
|
|||||
|
2023
Q2 | $211K | Sell |
|
|||||
|
2023
Q1 | $249K | Buy |
|
|||||
|
2022
Q4 | $269K | Sell |
|
|||||
|
2022
Q3 | $281K | Buy |
|
|||||
|
2022
Q2 | $272K | Buy |
|
|||||
|
2022
Q1 | $200K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $202K | Buy |
|