SC&H Financial Advisors’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 | $223K | Sell |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $303K | Buy |
|