Stone Summit 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 | $318K | Hold |
7,400
| – | – | 0.1% | 123 |
|
|
2025
Q1 | $305K | Hold |
7,400
| – | – | 0.1% | 120 |
|
|
2024
Q4 | $321K | Hold |
7,400
| – | – | 0.11% | 118 |
|
|
2024
Q3 | $316K | Sell |
7,400
-200
| -3% | -$8.55K | 0.1% | 121 |
|
|
2024
Q2 | $295K | Sell |
7,600
-400
| -5% | -$15.5K | 0.11% | 120 |
|
|
2024
Q1 | $312K | Sell |
8,000
-400
| -5% | -$15.6K | 0.11% | 124 |
|
|
2023
Q4 | $310K | Sell |
8,400
-1,600
| -16% | -$59.1K | 0.12% | 121 |
|
|
2023
Q3 | $286K | Sell |
10,000
-1,100
| -10% | -$31.5K | 0.12% | 121 |
|
|
2023
Q2 | $337K | Sell |
11,100
-300
| -3% | -$9.11K | 0.14% | 111 |
|
|
2023
Q1 | $389K | Sell |
11,400
-382
| -3% | -$13K | 0.17% | 98 |
|
|
2022
Q4 | $507K | Hold |
11,782
| – | – | 0.25% | 85 |
|
|
2022
Q3 | $513K | Sell |
11,782
-100
| -0.8% | -$4.35K | 0.32% | 80 |
|
|
2022
Q2 | $563K | Sell |
11,882
-41
| -0.3% | -$1.94K | 0.34% | 75 |
|
|
2022
Q1 | $659K | Buy |
+11,923
| New | +$659K | 0.37% | 75 |
|