Simon Quick 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
Q3 | $4.92M | Sell |
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|
2025
Q2 | $4.63M | Buy |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $434K | Sell |
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|
2022
Q1 | $516K | Buy |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $69K | Buy |
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|
2021
Q2 | $47K | Buy |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | $32K | Sell |
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|
2020
Q2 | $37K | Sell |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $98K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4.42K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Buy |
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