Sound View Wealth Advisors Group’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
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $902K | Sell |
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|
2024
Q1 | $966K | Sell |
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|
2023
Q4 | $929K | Sell |
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|
2023
Q3 | $795K | Buy |
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|
2023
Q2 | $840K | Buy |
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|
2023
Q1 | $902K | Buy |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $601K | Buy |
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|
2019
Q3 | $411K | Sell |
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|
2019
Q2 | $468K | Buy |
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