Pinnacle Wealth Management Advisory Group’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 | $395K | Buy |
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|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $369K | Sell |
|
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|
2024
Q3 | $370K | Buy |
|
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|
2024
Q2 | $333K | Buy |
|
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $250K | Buy |
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