Prestige Wealth Management Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Sell |
574
-5
| -0.9% | -$215 | 0.01% | 330 |
|
|
2025
Q1 | $23.8K | Hold |
579
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $25.1K | Hold |
579
| – | – | 0.01% | 329 |
|
|
2024
Q3 | $24.8K | Sell |
579
-7,747
| -93% | -$331K | 0.01% | 321 |
|
|
2024
Q2 | $323K | Sell |
8,326
-160
| -2% | -$6.22K | 0.07% | 112 |
|
|
2024
Q1 | $331K | Buy |
8,486
+675
| +9% | +$26.3K | 0.07% | 119 |
|
|
2023
Q4 | $288K | Buy |
7,811
+7,640
| +4,468% | +$282K | 0.07% | 121 |
|
|
2023
Q3 | $4.89K | Hold |
171
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $5.19K | Sell |
171
-3,919
| -96% | -$119K | ﹤0.01% | 583 |
|
|
2023
Q1 | $139K | Buy |
4,090
+341
| +9% | +$11.6K | 0.04% | 163 |
|
|
2022
Q4 | $161K | Buy |
3,749
+9
| +0.2% | +$387 | 0.04% | 148 |
|
|
2022
Q3 | $163K | Buy |
3,740
+357
| +11% | +$15.6K | 0.05% | 150 |
|
|
2022
Q2 | $161K | Buy |
3,383
+3,089
| +1,051% | +$147K | 0.04% | 147 |
|
|
2022
Q1 | $17K | Hold |
294
| – | – | ﹤0.01% | 376 |
|
|
2021
Q4 | $17K | Hold |
294
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $17K | Hold |
294
| – | – | ﹤0.01% | 399 |
|
|
2021
Q2 | $16K | Hold |
294
| – | – | ﹤0.01% | 393 |
|
|
2021
Q1 | $17K | Hold |
294
| – | – | ﹤0.01% | 383 |
|
|
2020
Q4 | $14K | Sell |
294
-65
| -18% | -$3.1K | ﹤0.01% | 404 |
|
|
2020
Q3 | $14K | Sell |
359
-179
| -33% | -$6.98K | ﹤0.01% | 395 |
|
|
2020
Q2 | $21K | Buy |
538
+185
| +52% | +$7.22K | 0.01% | 326 |
|
|
2020
Q1 | $11K | Sell |
353
-5,207
| -94% | -$162K | ﹤0.01% | 371 |
|
|
2019
Q4 | $314K | Sell |
5,560
-201
| -3% | -$11.4K | 0.17% | 91 |
|
|
2019
Q3 | $307K | Sell |
5,761
-193
| -3% | -$10.3K | 0.18% | 86 |
|
|
2019
Q2 | $292K | Sell |
5,954
-1,342
| -18% | -$65.8K | 0.18% | 90 |
|
|
2019
Q1 | $339K | Buy |
7,296
+7,211
| +8,484% | +$335K | 0.21% | 88 |
|
|
2018
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 671 |
|