Lyell Wealth Management’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 | $307K | Hold |
7,143
| – | – | 0.02% | 178 |
|
|
2025
Q1 | $294K | Buy |
+7,143
| New | +$294K | 0.03% | 171 |
|
|
2022
Q3 | – | Sell |
-4,334
| Closed | -$206K | – | 199 |
|
|
2022
Q2 | $206K | Buy |
4,334
+170
| +4% | +$8.08K | 0.03% | 184 |
|
|
2022
Q1 | $236K | Buy |
+4,164
| New | +$236K | 0.03% | 182 |
|
|
2021
Q3 | – | Sell |
-3,661
| Closed | -$203K | – | 188 |
|
|
2021
Q2 | $203K | Buy |
3,661
+177
| +5% | +$9.82K | 0.03% | 182 |
|
|
2021
Q1 | $203K | Buy |
+3,484
| New | +$203K | 0.03% | 168 |
|
|
2020
Q1 | – | Sell |
-3,885
| Closed | -$219K | – | 133 |
|
|
2019
Q4 | $219K | Buy |
+3,885
| New | +$219K | 0.06% | 126 |
|