Stratos Wealth Partners’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 | $2.41M | Sell |
56,061
-1,225
| -2% | -$52.7K | 0.03% | 446 |
|
|
2025
Q1 | $2.36M | Sell |
57,286
-3,212
| -5% | -$132K | 0.04% | 404 |
|
|
2024
Q4 | $2.62M | Sell |
60,498
-938
| -2% | -$40.7K | 0.04% | 407 |
|
|
2024
Q3 | $2.63M | Buy |
61,436
+557
| +0.9% | +$23.8K | 0.04% | 397 |
|
|
2024
Q2 | $2.37M | Sell |
60,879
-3,812
| -6% | -$148K | 0.04% | 409 |
|
|
2024
Q1 | $2.52M | Sell |
64,691
-1,029
| -2% | -$40.1K | 0.04% | 388 |
|
|
2023
Q4 | $2.43M | Buy |
65,720
+4,566
| +7% | +$169K | 0.05% | 373 |
|
|
2023
Q3 | $1.75M | Buy |
61,154
+2,781
| +5% | +$79.6K | 0.04% | 403 |
|
|
2023
Q2 | $1.77M | Sell |
58,373
-9,653
| -14% | -$293K | 0.04% | 371 |
|
|
2023
Q1 | $2.32M | Buy |
68,026
+23,570
| +53% | +$804K | 0.06% | 282 |
|
|
2022
Q4 | $1.91M | Sell |
44,456
-2,411
| -5% | -$104K | 0.05% | 354 |
|
|
2022
Q3 | $2.04M | Buy |
46,867
+15,259
| +48% | +$665K | 0.06% | 313 |
|
|
2022
Q2 | $1.5M | Sell |
31,608
-3,509
| -10% | -$166K | 0.04% | 383 |
|
|
2022
Q1 | $1.99M | Buy |
35,117
+3,753
| +12% | +$213K | 0.04% | 359 |
|
|
2021
Q4 | $1.84M | Buy |
31,364
+5,273
| +20% | +$309K | 0.04% | 375 |
|
|
2021
Q3 | $1.53M | Buy |
26,091
+2,550
| +11% | +$150K | 0.04% | 385 |
|
|
2021
Q2 | $1.31M | Sell |
23,541
-3,195
| -12% | -$177K | 0.03% | 462 |
|
|
2021
Q1 | $1.56M | Sell |
26,736
-1,008
| -4% | -$58.8K | 0.04% | 373 |
|
|
2020
Q4 | $1.33M | Sell |
27,744
-45,852
| -62% | -$2.2M | 0.04% | 379 |
|
|
2020
Q3 | $2.8M | Sell |
73,596
-2,918
| -4% | -$111K | 0.09% | 221 |
|
|
2020
Q2 | $2.87M | Sell |
76,514
-1,106
| -1% | -$41.5K | 0.1% | 206 |
|
|
2020
Q1 | $2.39M | Buy |
+77,620
| New | +$2.39M | 0.11% | 192 |
|
|
2019
Q4 | – | Sell |
-69,663
| Closed | -$3.72M | – | 1008 |
|
|
2019
Q3 | $3.72M | Sell |
69,663
-1,587
| -2% | -$84.7K | 0.16% | 143 |
|
|
2019
Q2 | $3.5M | Sell |
71,250
-218
| -0.3% | -$10.7K | 0.15% | 148 |
|
|
2019
Q1 | $3.33M | Buy |
71,468
+13,288
| +23% | +$618K | 0.15% | 156 |
|
|
2018
Q4 | $2.52M | Buy |
+58,180
| New | +$2.52M | 0.13% | 171 |
|
|
2018
Q3 | – | Sell |
-66,423
| Closed | -$3.35M | – | 3045 |
|
|
2018
Q2 | $3.35M | Buy |
66,423
+617
| +0.9% | +$31.1K | 0.15% | 144 |
|
|
2018
Q1 | $3.43M | Buy |
65,806
+115
| +0.2% | +$5.99K | 0.14% | 145 |
|
|
2017
Q4 | $3.27M | Buy |
65,691
+459
| +0.7% | +$22.8K | 0.15% | 147 |
|
|
2017
Q3 | $3.06M | Buy |
+65,232
| New | +$3.06M | 0.14% | 150 |
|
|
2017
Q1 | – | Sell |
-72,313
| Closed | -$3.4M | – | 856 |
|
|
2016
Q4 | $3.4M | Sell |
72,313
-6,238
| -8% | -$293K | 0.21% | 105 |
|
|
2016
Q3 | $2.96M | Buy |
78,551
+71,311
| +985% | +$2.69M | 0.2% | 102 |
|
|
2016
Q2 | $258K | Buy |
+7,240
| New | +$258K | 0.02% | 493 |
|
|
2016
Q1 | – | Sell |
-8,710
| Closed | -$329K | – | 633 |
|
|
2015
Q4 | $329K | Buy |
+8,710
| New | +$329K | 0.03% | 402 |
|
|
2014
Q3 | – | Sell |
-10,775
| Closed | -$423K | – | 354 |
|
|
2014
Q2 | $423K | Buy |
+10,775
| New | +$423K | 0.14% | 180 |
|