Spire 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 | $361K | Sell |
8,402
-6,257
| -43% | -$269K | 0.01% | 593 |
|
|
2025
Q1 | $603K | Sell |
14,659
-9,226
| -39% | -$380K | 0.02% | 519 |
|
|
2024
Q4 | $1.04M | Sell |
23,885
-760
| -3% | -$33K | 0.03% | 384 |
|
|
2024
Q3 | $1.05M | Buy |
24,645
+1,875
| +8% | +$80.2K | 0.04% | 368 |
|
|
2024
Q2 | $885K | Sell |
22,770
-13,937
| -38% | -$541K | 0.03% | 364 |
|
|
2024
Q1 | $1.43M | Buy |
36,707
+7,652
| +26% | +$298K | 0.03% | 297 |
|
|
2023
Q4 | $1.09M | Buy |
29,055
+657
| +2% | +$24.6K | 0.04% | 344 |
|
|
2023
Q3 | $812K | Buy |
28,398
+10,976
| +63% | +$314K | 0.03% | 378 |
|
|
2023
Q2 | $529K | Sell |
17,422
-1,136
| -6% | -$34.5K | 0.02% | 477 |
|
|
2023
Q1 | $633K | Buy |
18,558
+9,681
| +109% | +$330K | 0.02% | 436 |
|
|
2022
Q4 | $382K | Buy |
8,877
+1,143
| +15% | +$49.2K | 0.02% | 411 |
|
|
2022
Q3 | $337K | Sell |
7,734
-15,761
| -67% | -$687K | 0.02% | 410 |
|
|
2022
Q2 | $1.11M | Sell |
23,495
-13,634
| -37% | -$646K | 0.05% | 312 |
|
|
2022
Q1 | $2.11M | Buy |
37,129
+490
| +1% | +$27.8K | 0.06% | 263 |
|
|
2021
Q4 | $2.15M | Sell |
36,639
-1,563
| -4% | -$91.5K | 0.05% | 299 |
|
|
2021
Q3 | $2.24M | Sell |
38,202
-144
| -0.4% | -$8.45K | 0.06% | 263 |
|
|
2021
Q2 | $2.13M | Buy |
38,346
+1,164
| +3% | +$64.6K | 0.06% | 278 |
|
|
2021
Q1 | $2.04M | Buy |
+37,182
| New | +$2.04M | 0.05% | 277 |
|