Toth Financial Advisory’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 | $429K | Buy |
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|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $198K | Buy |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $115K | Sell |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $332K | Buy |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $177K | Sell |
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|
2020
Q2 | $188K | Sell |
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|
2020
Q1 | $178K | Sell |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $353K | Sell |
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|
2019
Q2 | $342K | Buy |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $387K | Buy |
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|
2018
Q2 | $402K | Buy |
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|
2018
Q1 | $391K | Buy |
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|
2017
Q4 | $373K | Sell |
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|
2017
Q3 | $375K | Buy |
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|
2017
Q2 | $363K | Buy |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $836K | Buy |
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|
2016
Q2 | $789K | Buy |
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|
2016
Q1 | $737K | Buy |
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|
2015
Q4 | $723K | Buy |
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|
2015
Q3 | $559K | Buy |
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|
2015
Q2 | $633K | Sell |
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|
2015
Q1 | $631K | Buy |
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|
2014
Q4 | $596K | Sell |
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|
2014
Q3 | $573K | Hold |
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|
2014
Q2 | $608K | Hold |
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|
2014
Q1 | $619K | Hold |
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|
2013
Q4 | $575K | Sell |
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|
2013
Q3 | $545K | Hold |
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|
2013
Q2 | $548K | Buy |
|