Mount Yale Investment Advisors’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 | $135K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $593K | Buy |
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|
2021
Q3 | $587K | Sell |
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|
2021
Q2 | $701K | Buy |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $619K | Sell |
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|
2020
Q3 | $492K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $441K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $119K | Sell |
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|
2018
Q1 | $155K | Buy |
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