NewEdge Wealth’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 | $595K | Sell |
13,889
-5,282
| -28% | -$226K | 0.01% | 660 |
|
|
2025
Q1 | $789K | Sell |
19,171
-2,692
| -12% | -$111K | 0.01% | 530 |
|
|
2024
Q4 | $948K | Buy |
21,863
+2,893
| +15% | +$125K | 0.02% | 497 |
|
|
2024
Q3 | $811K | Buy |
18,970
+11,435
| +152% | +$489K | 0.01% | 514 |
|
|
2024
Q2 | $293K | Buy |
7,535
+1,130
| +18% | +$43.9K | 0.01% | 647 |
|
|
2024
Q1 | $246K | Buy |
+6,405
| New | +$246K | 0.01% | 709 |
|
|
2023
Q3 | – | Sell |
-33,645
| Closed | -$1.02M | – | 673 |
|
|
2023
Q2 | $1.02M | Sell |
33,645
-9,428
| -22% | -$286K | 0.03% | 350 |
|
|
2023
Q1 | $1.47M | Sell |
43,073
-3,039
| -7% | -$104K | 0.06% | 270 |
|
|
2022
Q4 | $1.98M | Buy |
46,112
+1,549
| +3% | +$66.7K | 0.09% | 212 |
|
|
2022
Q3 | $1.94M | Sell |
44,563
-14,438
| -24% | -$629K | 0.09% | 193 |
|
|
2022
Q2 | $2.8M | Buy |
59,001
+50,893
| +628% | +$2.41M | 0.13% | 148 |
|
|
2022
Q1 | $460K | Buy |
8,108
+3,918
| +94% | +$222K | 0.02% | 313 |
|
|
2021
Q4 | $245K | Buy |
+4,190
| New | +$245K | 0.01% | 366 |
|
|
2021
Q2 | – | Sell |
-62,756
| Closed | -$3.66M | – | 312 |
|
|
2021
Q1 | $3.66M | Buy |
62,756
+44,211
| +238% | +$2.58M | 0.36% | 76 |
|
|
2020
Q4 | $889K | Buy |
+18,545
| New | +$889K | 0.27% | 91 |
|