Marcum Wealth’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
Q1 | $537K | Buy |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $751K | Sell |
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|
2022
Q2 | $832K | Buy |
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|
2022
Q1 | $966K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $987K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $308K | Buy |
|