Proquility Private 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
Q1 | $4.27M | Buy |
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|
2024
Q4 | $4.33M | Sell |
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|
2024
Q3 | $4.31M | Sell |
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|
2024
Q2 | $3.92M | Buy |
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|
2024
Q1 | $2.93M | Buy |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $1.99M | Buy |
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|
2021
Q4 | $2.72M | Sell |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $2.34M | Buy |
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|
2021
Q1 | $2.4M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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