Meridian Wealth Management’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 | $964K | Sell |
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|
2025
Q1 | $944K | Buy |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $930K | Buy |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $814K | Buy |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $768K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $914K | Sell |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $952K | Buy |
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|
2020
Q3 | $743K | Buy |
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|
2020
Q2 | $433K | Sell |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $701K | Hold |
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|
2019
Q3 | $665K | Hold |
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|
2019
Q2 | $6.12K | Hold |
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|
2019
Q1 | $580K | Hold |
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|
2018
Q4 | $540K | Hold |
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|
2018
Q3 | $605K | Hold |
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|
2018
Q2 | $629K | Hold |
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|
2018
Q1 | $648K | Sell |
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|
2017
Q4 | $588K | Sell |
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|
2017
Q3 | $599K | Hold |
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|
2017
Q2 | $579K | Hold |
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|
2017
Q1 | $570K | Buy |
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|
2016
Q4 | $488K | Buy |
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