Private 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 | $53.1K | Buy |
1,235
+9
| +0.7% | +$387 | 0.02% | 163 |
|
|
2025
Q1 | $50.5K | Hold |
1,226
| – | – | 0.02% | 163 |
|
|
2024
Q4 | $53.2K | Sell |
1,226
-6
| -0.5% | -$260 | 0.02% | 161 |
|
|
2024
Q3 | $52.7K | Buy |
1,232
+5
| +0.4% | +$214 | 0.02% | 156 |
|
|
2024
Q2 | $47.7K | Hold |
1,227
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $47.8K | Sell |
1,227
-3
| -0.2% | -$117 | 0.02% | 156 |
|
|
2023
Q4 | $45.4K | Buy |
+1,230
| New | +$45.4K | 0.02% | 165 |
|