Marcum Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $537K | Buy |
13,051
+92
| +0.7% | +$3.79K | 0.05% | 182 |
|
|
2024
Q4 | $562K | Buy |
12,959
+150
| +1% | +$6.51K | 0.05% | 180 |
|
|
2024
Q3 | $548K | Sell |
12,809
-671
| -5% | -$28.7K | 0.05% | 183 |
|
|
2024
Q2 | $524K | Sell |
13,480
-35
| -0.3% | -$1.36K | 0.05% | 183 |
|
|
2024
Q1 | $527K | Buy |
13,515
+1,632
| +14% | +$63.6K | 0.05% | 185 |
|
|
2023
Q4 | $439K | Sell |
11,883
-5,901
| -33% | -$218K | 0.05% | 198 |
|
|
2023
Q3 | $509K | Buy |
17,784
+398
| +2% | +$11.4K | 0.06% | 169 |
|
|
2023
Q2 | $528K | Sell |
17,386
-1,996
| -10% | -$60.6K | 0.06% | 168 |
|
|
2023
Q1 | $661K | Buy |
19,382
+3,760
| +24% | +$128K | 0.08% | 140 |
|
|
2022
Q4 | $672K | Sell |
15,622
-1,622
| -9% | -$69.8K | 0.09% | 131 |
|
|
2022
Q3 | $751K | Sell |
17,244
-298
| -2% | -$13K | 0.11% | 106 |
|
|
2022
Q2 | $832K | Buy |
17,542
+503
| +3% | +$23.9K | 0.12% | 104 |
|
|
2022
Q1 | $966K | Sell |
17,039
-1,384
| -8% | -$78.5K | 0.13% | 99 |
|
|
2021
Q4 | $1.08M | Buy |
18,423
+93
| +0.5% | +$5.45K | 0.15% | 97 |
|
|
2021
Q3 | $1.08M | Buy |
18,330
+551
| +3% | +$32.3K | 0.17% | 87 |
|
|
2021
Q2 | $987K | Sell |
17,779
-181
| -1% | -$10K | 0.16% | 95 |
|
|
2021
Q1 | $1.05M | Buy |
17,960
+12,650
| +238% | +$737K | 0.17% | 86 |
|
|
2020
Q4 | $254K | Buy |
+5,310
| New | +$254K | 0.06% | 112 |
|
|
2020
Q3 | – | Sell |
-5,329
| Closed | -$200K | – | 131 |
|
|
2020
Q2 | $200K | Buy |
+5,329
| New | +$200K | 0.06% | 113 |
|
|
2020
Q1 | – | Sell |
-5,461
| Closed | -$308K | – | 106 |
|
|
2019
Q4 | $308K | Buy |
+5,461
| New | +$308K | 0.12% | 77 |
|