Souders Financial Advisors’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 | $236K | Buy |
+5,496
| New | +$236K | 0.03% | 185 |
|
|
2022
Q3 | – | Sell |
-65,458
| Closed | -$3.11M | – | 157 |
|
|
2022
Q2 | $3.11M | Buy |
65,458
+3,165
| +5% | +$150K | 0.89% | 31 |
|
|
2022
Q1 | $3.53M | Buy |
62,293
+1,540
| +3% | +$87.3K | 1.02% | 30 |
|
|
2021
Q4 | $3.56M | Buy |
60,753
+360
| +0.6% | +$21.1K | 1.02% | 29 |
|
|
2021
Q3 | $3.54M | Buy |
60,393
+1,358
| +2% | +$79.6K | 1.14% | 23 |
|
|
2021
Q2 | $3.28M | Sell |
59,035
-9,296
| -14% | -$516K | 1.1% | 27 |
|
|
2021
Q1 | $3.99M | Sell |
68,331
-3,922
| -5% | -$229K | 1.56% | 12 |
|
|
2020
Q4 | $3.46M | Buy |
72,253
+581
| +0.8% | +$27.8K | 1.51% | 17 |
|
|
2020
Q3 | $3.52M | Buy |
71,672
+25,808
| +56% | +$1.27M | 1.66% | 14 |
|
|
2020
Q2 | $1.72M | Buy |
45,864
+26,727
| +140% | +$1M | 0.99% | 35 |
|
|
2020
Q1 | $590K | Buy |
+19,137
| New | +$590K | 0.52% | 49 |
|