Principle Wealth Partners’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 | $2.71M | Sell |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $2.49M | Buy |
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|
2023
Q4 | $2.33M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $225K | Buy |
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