McKinley Carter Wealth Services’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
Q2 | $537K | Sell |
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|
2025
Q1 | $809K | Buy |
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|
2024
Q4 | $840K | Sell |
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|
2024
Q3 | $873K | Sell |
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|
2024
Q2 | $793K | Sell |
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|
2024
Q1 | $886K | Buy |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $524K | Buy |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $412K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $50K | Buy |
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