Total Clarity Wealth Management’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 | $213K | Sell |
4,958
-9
| -0.2% | -$387 | 0.06% | 266 |
|
|
2025
Q1 | $215K | Hold |
4,967
| – | – | 0.07% | 239 |
|
|
2024
Q4 | $215K | Sell |
4,967
-616
| -11% | -$26.7K | 0.07% | 239 |
|
|
2024
Q3 | $239K | Buy |
+5,583
| New | +$239K | 0.08% | 222 |
|
|
2022
Q3 | – | Sell |
-167
| Closed | -$8K | – | 905 |
|
|
2022
Q2 | $8K | Buy |
+167
| New | +$8K | ﹤0.01% | 732 |
|
|
2022
Q1 | – | Sell |
-184
| Closed | -$11K | – | 845 |
|
|
2021
Q4 | $11K | Buy |
184
+38
| +26% | +$2.27K | 0.01% | 681 |
|
|
2021
Q3 | $9K | Buy |
+146
| New | +$9K | ﹤0.01% | 712 |
|