Modera 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 | $10.5M | Buy |
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|
2025
Q1 | $9.8M | Sell |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $9.33M | Buy |
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|
2023
Q3 | $5.77M | Buy |
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|
2023
Q2 | $4.3M | Buy |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $645K | Sell |
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|
2022
Q2 | $810K | Sell |
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|
2022
Q1 | $980K | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $992K | Buy |
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|
2021
Q2 | $868K | Sell |
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|
2021
Q1 | $947K | Sell |
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|
2020
Q4 | $797K | Buy |
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|
2020
Q3 | $608K | Hold |
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|
2020
Q2 | $600K | Sell |
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|
2020
Q1 | $618K | Buy |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $987K | Buy |
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|
2019
Q1 | $930K | Hold |
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|
2018
Q4 | $866K | Hold |
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|
2018
Q3 | $970K | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $903K | Hold |
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|
2017
Q2 | $874K | Hold |
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|
2017
Q1 | $860K | Buy |
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|
2016
Q4 | $702K | Buy |
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