MBL 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
Q2 | $443K | Sell |
10,296
-585
| -5% | -$25.1K | 0.04% | 155 |
|
|
2025
Q1 | $448K | Buy |
10,881
+3,141
| +41% | +$129K | 0.05% | 142 |
|
|
2024
Q4 | $336K | Buy |
7,740
+483
| +7% | +$21K | 0.03% | 163 |
|
|
2024
Q3 | $310K | Sell |
7,257
-110
| -1% | -$4.71K | 0.03% | 162 |
|
|
2024
Q2 | $286K | Sell |
7,367
-10,877
| -60% | -$423K | 0.03% | 164 |
|
|
2024
Q1 | $711K | Sell |
18,244
-13,818
| -43% | -$539K | 0.08% | 105 |
|
|
2023
Q4 | $1.18M | Buy |
32,062
+220
| +0.7% | +$8.12K | 0.15% | 72 |
|
|
2023
Q3 | $911K | Sell |
31,842
-2,004
| -6% | -$57.3K | 0.13% | 75 |
|
|
2023
Q2 | $1.03M | Buy |
33,846
+4,074
| +14% | +$124K | 0.14% | 70 |
|
|
2023
Q1 | $1.02M | Buy |
+29,772
| New | +$1.02M | 0.16% | 65 |
|
|
2022
Q2 | – | Sell |
-4,964
| Closed | -$281K | – | 174 |
|
|
2022
Q1 | $281K | Buy |
+4,964
| New | +$281K | 0.07% | 137 |
|
|
2021
Q1 | $453K | Buy |
7,772
+431
| +6% | +$25.1K | 0.16% | 93 |
|
|
2020
Q4 | $352K | Buy |
+7,341
| New | +$352K | 0.14% | 91 |
|