Taylor Hoffman Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $400K | Hold |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $871K | Buy |
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|
2022
Q2 | $964K | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $905K | Sell |
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|
2020
Q3 | $726K | Sell |
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|
2020
Q2 | $823K | Buy |
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|
2020
Q1 | $674K | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $962K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $983K | Buy |
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|
2018
Q3 | $885K | Sell |
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|
2018
Q2 | $923K | Buy |
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|
2018
Q1 | $952K | Buy |
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|
2017
Q4 | $866K | Buy |
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