Rede Wealth’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 | $395K | Buy |
9,189
+4
| +0% | +$172 | 0.14% | 71 |
|
|
2025
Q1 | $378K | Sell |
9,185
-97
| -1% | -$3.99K | 0.13% | 72 |
|
|
2024
Q4 | $403K | Sell |
9,282
-26
| -0.3% | -$1.13K | 0.15% | 65 |
|
|
2024
Q3 | $398K | Buy |
9,308
+3
| +0% | +$128 | 0.15% | 68 |
|
|
2024
Q2 | $362K | Sell |
9,305
-262
| -3% | -$10.2K | 0.33% | 66 |
|
|
2024
Q1 | $373K | Sell |
9,567
-5,392
| -36% | -$210K | 0.16% | 63 |
|
|
2023
Q4 | $552K | Sell |
14,959
-32
| -0.2% | -$1.18K | 0.26% | 49 |
|
|
2023
Q3 | $429K | Buy |
14,991
+8
| +0.1% | +$229 | 0.22% | 47 |
|
|
2023
Q2 | $455K | Buy |
14,983
+8
| +0.1% | +$243 | 0.22% | 51 |
|
|
2023
Q1 | $511K | Buy |
14,975
+18
| +0.1% | +$614 | 0.27% | 44 |
|
|
2022
Q4 | $644K | Buy |
14,957
+2,966
| +25% | +$128K | 0.34% | 35 |
|
|
2022
Q3 | $522K | Buy |
11,991
+5
| +0% | +$218 | 0.31% | 41 |
|
|
2022
Q2 | $569K | Buy |
11,986
+37
| +0.3% | +$1.76K | 0.33% | 40 |
|
|
2022
Q1 | $678K | Buy |
11,949
+3
| +0% | +$170 | 0.32% | 43 |
|
|
2021
Q4 | $699K | Sell |
11,946
-18,331
| -61% | -$1.07M | 0.35% | 42 |
|
|
2021
Q3 | $1.78M | Buy |
30,277
+4
| +0% | +$235 | 0.95% | 11 |
|
|
2021
Q2 | $1.68M | Buy |
30,273
+2
| +0% | +$111 | 0.9% | 13 |
|
|
2021
Q1 | $1.77M | Sell |
30,271
-133
| -0.4% | -$7.76K | 1.02% | 13 |
|
|
2020
Q4 | $227K | Buy |
+30,404
| New | +$227K | 0.15% | 83 |
|