PBMares Wealth Management’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 | $1.33M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $318K | Sell |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
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