SOA Wealth 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 | $75.7K | Sell |
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|
2025
Q2 | $89.4K | Sell |
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|
2025
Q1 | $118K | Hold |
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|
2024
Q4 | $124K | Hold |
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|
2024
Q3 | $122K | Buy |
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|
2024
Q2 | $106K | Buy |
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|
2024
Q1 | $14K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.72K | Hold |
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|
2023
Q2 | $6.07K | Hold |
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|
2023
Q1 | $6.82K | Hold |
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|
2022
Q4 | $8.61K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Buy |
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