Mount Yale Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
+3,131
| New | +$135K | 0.01% | 608 |
|
|
2023
Q2 | – | Sell |
-6,273
| Closed | -$214K | – | 510 |
|
|
2023
Q1 | $214K | Sell |
6,273
-3,295
| -34% | -$112K | 0.02% | 448 |
|
|
2022
Q4 | $412K | Buy |
9,568
+275
| +3% | +$11.8K | 0.05% | 300 |
|
|
2022
Q3 | $405K | Sell |
9,293
-131
| -1% | -$5.71K | 0.05% | 299 |
|
|
2022
Q2 | $447K | Sell |
9,424
-548
| -5% | -$26K | 0.06% | 301 |
|
|
2022
Q1 | $565K | Sell |
9,972
-150
| -1% | -$8.5K | 0.06% | 286 |
|
|
2021
Q4 | $593K | Buy |
10,122
+118
| +1% | +$6.91K | 0.06% | 271 |
|
|
2021
Q3 | $587K | Sell |
10,004
-2,635
| -21% | -$155K | 0.07% | 258 |
|
|
2021
Q2 | $701K | Buy |
12,639
+122
| +1% | +$6.77K | 0.08% | 227 |
|
|
2021
Q1 | $730K | Sell |
12,517
-401
| -3% | -$23.4K | 0.1% | 221 |
|
|
2020
Q4 | $619K | Sell |
12,918
-12
| -0.1% | -$575 | 0.09% | 229 |
|
|
2020
Q3 | $492K | Buy |
12,930
+3,387
| +35% | +$129K | 0.07% | 243 |
|
|
2020
Q2 | $358K | Buy |
+9,543
| New | +$358K | 0.06% | 251 |
|
|
2020
Q1 | – | Sell |
-8,548
| Closed | -$441K | – | 330 |
|
|
2019
Q4 | $441K | Buy |
+8,548
| New | +$441K | 0.08% | 225 |
|
|
2018
Q4 | – | Sell |
-2,077
| Closed | -$104K | – | 728 |
|
|
2018
Q3 | $104K | Sell |
2,077
-281
| -12% | -$14.1K | 0.02% | 430 |
|
|
2018
Q2 | $119K | Sell |
2,358
-625
| -21% | -$31.5K | 0.02% | 408 |
|
|
2018
Q1 | $155K | Buy |
+2,983
| New | +$155K | 0.03% | 329 |
|