Morton Brown Family Wealth’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
Q3 | $19.2K | Buy |
|
|||||
|
2025
Q2 | $17.9K | Buy |
|
|||||
|
2025
Q1 | $17K | Buy |
|
|||||
|
2024
Q4 | $17.8K | Buy |
|
|||||
|
2024
Q3 | $17.4K | Buy |
|
|||||
|
2024
Q2 | $17.1K | Buy |
|
|||||
|
2024
Q1 | $15.6K | Sell |
|
|||||
|
2023
Q4 | $34.1K | Buy |
|
|||||
|
2023
Q3 | $7.87K | Buy |
|
|||||
|
2023
Q2 | $8.21K | Buy |
|
|||||
|
2023
Q1 | $9.08K | Buy |
|
|||||
|
2022
Q4 | $11.3K | Sell |
|
|||||
|
2022
Q3 | $16K | Buy |
|
|||||
|
2022
Q2 | $16K | Buy |
|
|||||
|
2022
Q1 | $14K | Buy |
|
|||||
|
2021
Q4 | $15K | Buy |
|