Smith & Howard 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 | $240K | Buy |
5,582
+7
| +0.1% | +$301 | 0.06% | 71 |
|
|
2025
Q1 | $229K | Hold |
5,575
| – | – | 0.06% | 72 |
|
|
2024
Q4 | $242K | Sell |
5,575
-8,911
| -62% | -$387K | 0.07% | 69 |
|
|
2024
Q3 | $620K | Hold |
14,486
| – | – | 0.17% | 42 |
|
|
2024
Q2 | $563K | Buy |
+14,486
| New | +$563K | 0.17% | 47 |
|
|
2022
Q2 | – | Sell |
-3,973
| Closed | -$225K | – | 74 |
|
|
2022
Q1 | $225K | Hold |
3,973
| – | – | 0.09% | 65 |
|
|
2021
Q4 | $233K | Sell |
3,973
-366
| -8% | -$21.5K | 0.11% | 66 |
|
|
2021
Q3 | $254K | Buy |
+4,339
| New | +$254K | 0.12% | 60 |
|
|
2016
Q2 | – | Sell |
-6,634
| Closed | -$221K | – | 57 |
|
|
2016
Q1 | $221K | Buy |
6,634
+992
| +18% | +$33K | 0.09% | 55 |
|
|
2015
Q4 | $213K | Buy |
+5,642
| New | +$213K | 0.1% | 57 |
|