Laird Norton Wetherby 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 | $1.06M | Buy |
|
|||||
|
2024
Q4 | $950K | Sell |
|
|||||
|
2024
Q3 | $958K | Sell |
|
|||||
|
2024
Q2 | $885K | Sell |
|
|||||
|
2024
Q1 | $912K | Sell |
|
|||||
|
2023
Q4 | $885K | Buy |
|
|||||
|
2023
Q3 | $501K | Sell |
|
|||||
|
2023
Q2 | $605K | Sell |
|
|||||
|
2023
Q1 | $765K | Sell |
|
|||||
|
2022
Q4 | $1.11M | Buy |
|
|||||
|
2022
Q3 | $1.09M | Sell |
|
|||||
|
2022
Q2 | $1.21M | Buy |
|
|||||
|
2022
Q1 | $1.34M | Buy |
|
|||||
|
2021
Q4 | $1.38M | Buy |
|
|||||
|
2021
Q3 | $1.37M | Buy |
|
|||||
|
2021
Q2 | $1.25M | Buy |
|
|||||
|
2021
Q1 | $1.26M | Sell |
|
|||||
|
2020
Q4 | $1.04M | Sell |
|
|||||
|
2020
Q3 | $838K | Sell |
|
|||||
|
2020
Q2 | $983K | Sell |
|
|||||
|
2020
Q1 | $937K | Sell |
|
|||||
|
2019
Q4 | $2.01M | Buy |
|
|||||
|
2019
Q3 | $945K | Sell |
|
|||||
|
2019
Q2 | $961K | Buy |
|
|||||
|
2019
Q1 | $899K | Buy |
|
|||||
|
2018
Q4 | $720K | Buy |
|
|||||
|
2018
Q3 | $763K | Buy |
|
|||||
|
2018
Q2 | $790K | Buy |
|
|||||
|
2018
Q1 | $777K | Buy |
|
|||||
|
2017
Q4 | $741K | Buy |
|
|||||
|
2017
Q3 | $647K | Buy |
|
|||||
|
2017
Q2 | $601K | Buy |
|
|||||
|
2017
Q1 | $518K | Buy |
|
|||||
|
2016
Q4 | $518K | Buy |
|
|||||
|
2016
Q3 | $399K | Buy |
|
|||||
|
2016
Q2 | $365K | Buy |
|
|||||
|
2016
Q1 | $323K | Buy |
|
|||||
|
2015
Q4 | $332K | Sell |
|
|||||
|
2015
Q3 | $348K | Buy |
|
|||||
|
2015
Q2 | $353K | Sell |
|
|||||
|
2015
Q1 | $343K | Buy |
|
|||||
|
2014
Q4 | $322K | Buy |
|
|||||
|
2014
Q3 | $274K | Buy |
|
|||||
|
2014
Q2 | $289K | Sell |
|
|||||
|
2014
Q1 | $297K | Sell |
|
|||||
|
2013
Q4 | $278K | Sell |
|
|||||
|
2013
Q3 | $270K | Buy |
|
|||||
|
2013
Q2 | $254K | Buy |
|