Silverlake Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+5,335
| New | +$229K | 0.07% | 281 |
|
|
2024
Q1 | – | Sell |
-6,419
| Closed | -$237K | – | 256 |
|
|
2023
Q4 | $237K | Buy |
+6,419
| New | +$237K | 0.13% | 191 |
|
|
2022
Q2 | – | Sell |
-3,647
| Closed | -$207K | – | 229 |
|
|
2022
Q1 | $207K | Sell |
3,647
-67
| -2% | -$3.8K | 0.12% | 204 |
|
|
2021
Q4 | $217K | Buy |
+3,714
| New | +$217K | 0.12% | 202 |
|