Quotient Wealth Partners’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 | $266K | Sell |
6,198
-539
| -8% | -$23.2K | 0.01% | 289 |
|
|
2025
Q1 | $277K | Buy |
6,737
+209
| +3% | +$8.6K | 0.01% | 268 |
|
|
2024
Q4 | $283K | Sell |
6,528
-223
| -3% | -$9.67K | 0.01% | 257 |
|
|
2024
Q3 | $289K | Buy |
6,751
+691
| +11% | +$29.6K | 0.01% | 253 |
|
|
2024
Q2 | $235K | Sell |
6,060
-87
| -1% | -$3.38K | 0.01% | 280 |
|
|
2024
Q1 | $240K | Sell |
6,147
-3,817
| -38% | -$149K | 0.01% | 269 |
|
|
2023
Q4 | $368K | Buy |
+9,964
| New | +$368K | 0.01% | 205 |
|