Lebenthal Global Advisors’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 | $877K | Sell |
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|
2025
Q1 | $857K | Buy |
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|
2024
Q4 | $899K | Buy |
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|
2024
Q3 | $851K | Buy |
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|
2024
Q2 | $767K | Sell |
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|
2024
Q1 | $770K | Buy |
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|
2023
Q4 | $688K | Sell |
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|
2023
Q3 | $570K | Sell |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $687K | Buy |
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|
2022
Q3 | $632K | Hold |
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|
2022
Q2 | $689K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $250K | Buy |
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|
2020
Q4 | $143K | Buy |
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