Prestige Wealth Management 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
Q2 | $24.7K | Sell |
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|
2025
Q1 | $23.8K | Hold |
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|
2024
Q4 | $25.1K | Hold |
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|
2024
Q3 | $24.8K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $4.89K | Hold |
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|
2023
Q2 | $5.19K | Sell |
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|
2023
Q1 | $139K | Buy |
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|
2022
Q4 | $161K | Buy |
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|
2022
Q3 | $163K | Buy |
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|
2022
Q2 | $161K | Buy |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $14K | Sell |
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|
2020
Q3 | $14K | Sell |
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|
2020
Q2 | $21K | Buy |
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|
2020
Q1 | $11K | Sell |
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|
2019
Q4 | $314K | Sell |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $339K | Buy |
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|
2018
Q4 | $4K | Buy |
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