Lake Street Advisors Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $782K | Buy |
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|
2021
Q4 | $673K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $538K | Hold |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $345K | Buy |
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|
2020
Q2 | $338K | Sell |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $452K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $204K | Buy |
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