Spire 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 | $385K | Buy |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $1.04M | Sell |
|
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $885K | Sell |
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|
2024
Q1 | $1.43M | Buy |
|
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|
2023
Q4 | $1.09M | Buy |
|
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $529K | Sell |
|
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|
2023
Q1 | $633K | Buy |
|
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $337K | Sell |
|
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $2.1M | Buy |
|
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $2.24M | Sell |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $2.04M | Buy |
|