Ritholtz Wealth Management’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
Q3 | $1.09M | Buy |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $244K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $223K | Buy |
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