Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $32.8K | Sell |
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|
2023
Q2 | $43.9K | Buy |
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|
2023
Q1 | $37.4K | Hold |
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|
2022
Q4 | $47.2K | Sell |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $53K | Buy |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $64K | Hold |
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|
2021
Q3 | $64K | Sell |
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|
2021
Q2 | $93K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $130K | Sell |
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|
2020
Q3 | $126K | Hold |
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|
2020
Q2 | $125K | Hold |
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|
2020
Q1 | $102K | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $78K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $14K | Buy |
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|
2017
Q3 | $0 | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $18K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $34K | Sell |
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|
2013
Q3 | $36K | Hold |
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|
2013
Q2 | $36K | Buy |
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