Legacy Wealth Asset 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
Q3 | $764K | Buy |
|
|||||
|
2025
Q2 | $707K | Buy |
|
|||||
|
2025
Q1 | $671K | Sell |
|
|||||
|
2024
Q4 | $727K | Sell |
|
|||||
|
2024
Q3 | $741K | Sell |
|
|||||
|
2024
Q2 | $675K | Sell |
|
|||||
|
2024
Q1 | $951K | Buy |
|
|||||
|
2023
Q4 | $894K | Sell |
|
|||||
|
2023
Q3 | $743K | Sell |
|
|||||
|
2023
Q2 | $791K | Buy |
|
|||||
|
2023
Q1 | $362K | Buy |
|
|||||
|
2022
Q4 | $452K | Buy |
|
|||||
|
2022
Q3 | $445K | Buy |
|