McClarren Financial Advisors’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 | – | Sell |
-166
| Closed | -$6K | – | 270 |
|
|
2025
Q1 | $6K | Buy |
166
+60
| +57% | +$2.17K | ﹤0.01% | 232 |
|
|
2024
Q4 | $4K | Sell |
106
-113
| -52% | -$4.26K | 0.01% | 172 |
|
|
2024
Q3 | $9 | Buy |
219
+142
| +184% | +$6 | ﹤0.01% | 190 |
|
|
2024
Q2 | $6K | Sell |
77
-82
| -52% | -$6.39K | ﹤0.01% | 263 |
|
|
2024
Q1 | $7K | Buy |
159
+2
| +1% | +$88 | 0.01% | 252 |
|
|
2023
Q4 | $6K | Buy |
157
+1
| +0.6% | +$38 | ﹤0.01% | 294 |
|
|
2023
Q3 | $3K | Buy |
156
+103
| +194% | +$1.98K | ﹤0.01% | 295 |
|
|
2023
Q2 | $1K | Buy |
53
+1
| +2% | +$19 | ﹤0.01% | 320 |
|
|
2023
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $2K | Buy |
52
+1
| +2% | +$38 | ﹤0.01% | 302 |
|
|
2022
Q3 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 281 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$2K | – | 245 |
|
|
2022
Q1 | $2K | Sell |
50
-1
| -2% | -$40 | ﹤0.01% | 258 |
|
|
2021
Q4 | $3K | Buy |
51
+2
| +4% | +$118 | ﹤0.01% | 286 |
|
|
2021
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 264 |
|
|
2021
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 285 |
|
|
2021
Q1 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 236 |
|