Sigma Planning Corp’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 | $684K | Sell |
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|
2025
Q1 | $849K | Buy |
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|
2024
Q4 | $895K | Buy |
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|
2024
Q3 | $875K | Buy |
|
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|
2024
Q2 | $752K | Buy |
|
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|
2024
Q1 | $603K | Buy |
|
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $313K | Buy |
|
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $596K | Sell |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $375K | Sell |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $569K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $203K | Buy |
|