Orion Portfolio Solutions’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
Q1
$4.03M Sell
2024
Q4
$4.34M Buy
2024
Q3
$4.16M Sell
2024
Q2
$3.84M Sell
2024
Q1
$3.87M Buy
2023
Q4
$3.69M Sell
2023
Q3
$2.95M Sell
2023
Q2
$4M Sell
2023
Q1
$4.88M Buy
2022
Q4
$1.52M Buy
2022
Q3
$910K Buy
2022
Q2
$743K Sell
2022
Q1
$936K Sell
2021
Q4
$1.08M Buy
2021
Q3
$994K Buy
2021
Q2
$676K Buy
2021
Q1
$657K Sell
2020
Q4
$589K Buy
2020
Q3
$455K Buy
2020
Q2
$304K Buy
2020
Q1
$158K Sell
2019
Q4
$515K Buy