Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $218K | Hold |
7,616
| – | – | 0.05% | 145 |
|
|
2023
Q2 | $231K | Sell |
7,616
-13
| -0.2% | -$395 | 0.05% | 147 |
|
|
2023
Q1 | $260K | Hold |
7,629
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $328K | Sell |
7,629
-359
| -4% | -$15.4K | 0.07% | 122 |
|
|
2022
Q3 | $348K | Sell |
7,988
-101
| -1% | -$4.4K | 0.09% | 123 |
|
|
2022
Q2 | $384K | Buy |
8,089
+101
| +1% | +$4.8K | 0.09% | 118 |
|
|
2022
Q1 | $453K | Hold |
7,988
| – | – | 0.1% | 114 |
|
|
2021
Q4 | $468K | Hold |
7,988
| – | – | 0.09% | 111 |
|
|
2021
Q3 | $468K | Buy |
+7,988
| New | +$468K | 0.1% | 110 |
|