Legacy Capital Wealth Partners’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 | $769K | Sell |
17,886
-608
| -3% | -$26.1K | 0.18% | 118 |
|
|
2025
Q1 | $761K | Sell |
18,494
-1,509
| -8% | -$62.1K | 0.19% | 111 |
|
|
2024
Q4 | $868K | Sell |
20,003
-21,981
| -52% | -$954K | 0.21% | 94 |
|
|
2024
Q3 | $1.8M | Buy |
41,984
+20,318
| +94% | +$869K | 0.36% | 50 |
|
|
2024
Q2 | $842K | Buy |
+21,666
| New | +$842K | 0.21% | 90 |
|
|
2024
Q1 | – | Sell |
-22,305
| Closed | -$824K | – | 319 |
|
|
2023
Q4 | $824K | Buy |
22,305
+199
| +0.9% | +$7.35K | 0.23% | 94 |
|
|
2023
Q3 | $632K | Buy |
+22,106
| New | +$632K | 0.17% | 121 |
|
|
2023
Q2 | – | Sell |
-16,043
| Closed | -$547K | – | 216 |
|
|
2023
Q1 | $547K | Buy |
+16,043
| New | +$547K | 0.15% | 129 |
|
|
2021
Q2 | – | Sell |
-8,636
| Closed | -$504K | – | 72 |
|
|
2021
Q1 | $504K | Buy |
8,636
+563
| +7% | +$32.9K | 0.21% | 46 |
|
|
2020
Q4 | $387K | Buy |
+8,073
| New | +$387K | 0.17% | 54 |
|