Smith & Howard Wealth Management’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 | – | Sell |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $229K | Hold |
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|
2024
Q4 | $242K | Sell |
|
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|
2024
Q3 | $620K | Hold |
|
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|
2024
Q2 | $563K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $254K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $221K | Buy |
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|
2015
Q4 | $213K | Buy |
|