RMR Wealth Builders’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
Q2 | $826K | Buy |
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|
2025
Q1 | $777K | Sell |
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|
2024
Q4 | $831K | Buy |
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|
2024
Q3 | $806K | Hold |
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|
2024
Q2 | $732K | Hold |
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|
2024
Q1 | $734K | Sell |
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|
2023
Q4 | $709K | Buy |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $442K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $73K | Buy |
|