SteelPeak Wealth’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 | $4.54M | Buy |
105,698
+15,800
| +18% | +$679K | 0.18% | 105 |
|
|
2025
Q1 | $3.7M | Buy |
89,898
+11,564
| +15% | +$476K | 0.15% | 115 |
|
|
2024
Q4 | $3.4M | Sell |
78,334
-16,860
| -18% | -$731K | 0.14% | 113 |
|
|
2024
Q3 | $4.07M | Sell |
95,194
-12,876
| -12% | -$551K | 0.18% | 95 |
|
|
2024
Q2 | $4.2M | Sell |
108,070
-116,310
| -52% | -$4.52M | 0.19% | 90 |
|
|
2024
Q1 | $8.75M | Buy |
224,380
+8,290
| +4% | +$323K | 0.44% | 55 |
|
|
2023
Q4 | $7.98M | Buy |
216,090
+204,717
| +1,800% | +$7.56M | 0.46% | 60 |
|
|
2023
Q3 | $325K | Buy |
+11,373
| New | +$325K | 0.02% | 309 |
|