Moisand Fitzgerald Tamayo’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 | $632K | Hold |
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|
2025
Q1 | $605K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $723K | Hold |
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|
2024
Q2 | $657K | Sell |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $711K | Hold |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $946K | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $4K | Buy |
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