Perigon 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
Q3 | $521K | Buy |
|
|||||
|
2025
Q2 | $443K | Sell |
|
|||||
|
2025
Q1 | $440K | Sell |
|
|||||
|
2024
Q4 | $487K | Buy |
|
|||||
|
2024
Q3 | $392K | Buy |
|
|||||
|
2024
Q2 | $347K | Sell |
|
|||||
|
2024
Q1 | $362K | Buy |
|
|||||
|
2023
Q4 | $310K | Buy |
|
|||||
|
2023
Q3 | $222K | Sell |
|
|||||
|
2023
Q2 | $254K | Sell |
|
|||||
|
2023
Q1 | $300K | Buy |
|
|||||
|
2022
Q4 | $348K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $242K | Buy |
|
|||||
|
2022
Q1 | $229K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $46K | Buy |
|