Lloyd Advisory Services’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 | $213K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $954K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $6K | Buy |
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