Stone Summit Wealth’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 | $320K | Sell |
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|
2025
Q2 | $318K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $321K | Hold |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $507K | Hold |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $659K | Buy |
|