Pinnacle Wealth Planning Services’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 | $411K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $238K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $166K | Buy |
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