NewEdge 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
Q2 | $595K | Sell |
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|
2025
Q1 | $789K | Sell |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $811K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.98M | Buy |
|
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.66M | Buy |
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|
2020
Q4 | $889K | Buy |
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