Partners in Financial Planning’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 | $637K | Hold |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $803K | Hold |
|
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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