MBL 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
Q3 | $494K | Buy |
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|
2025
Q2 | $443K | Sell |
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|
2025
Q1 | $448K | Buy |
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|
2024
Q4 | $336K | Buy |
|
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|
2024
Q3 | $310K | Sell |
|
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|
2024
Q2 | $286K | Sell |
|
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|
2024
Q1 | $711K | Sell |
|
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|
2023
Q4 | $1.18M | Buy |
|
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|
2023
Q3 | $911K | Sell |
|
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|
2023
Q2 | $1.03M | Buy |
|
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|
2023
Q1 | $1.02M | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $352K | Buy |
|