Sequoia 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 | $1.76M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $957K | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $7.17M | Buy |
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|
2021
Q4 | $6.22M | Buy |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $3.3M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $421K | Buy |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $770K | Buy |
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|
2019
Q3 | $523K | Sell |
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|
2019
Q2 | $488K | Sell |
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|
2019
Q1 | $463K | Sell |
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|
2018
Q4 | $431K | Buy |
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|
2018
Q3 | $441K | Sell |
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|
2018
Q2 | $459K | Sell |
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|
2018
Q1 | $493K | Buy |
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|
2017
Q4 | $460K | Sell |
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|
2017
Q3 | $443K | Buy |
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|
2017
Q2 | $372K | Hold |
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|
2017
Q1 | $366K | Buy |
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|
2016
Q4 | $356K | Buy |
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