Trifecta Capital Advisors’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 | $3.27K | Hold |
76
| – | – | ﹤0.01% | 296 |
|
2025
Q1 | $3.13K | Hold |
76
| – | – | ﹤0.01% | 264 |
|
2024
Q4 | $3.3K | Hold |
76
| – | – | ﹤0.01% | 254 |
|
2024
Q3 | $3.25K | Hold |
76
| – | – | ﹤0.01% | 268 |
|
2024
Q2 | $2.95K | Hold |
76
| – | – | ﹤0.01% | 274 |
|
2024
Q1 | $2.96K | Sell |
76
-313
| -80% | -$12.2K | ﹤0.01% | 265 |
|
2023
Q4 | $14.4K | Buy |
389
+40
| +11% | +$1.48K | ﹤0.01% | 190 |
|
2023
Q3 | $9.99K | Sell |
349
-33
| -9% | -$944 | ﹤0.01% | 212 |
|
2023
Q2 | $11.6K | Hold |
382
| – | – | ﹤0.01% | 203 |
|
2023
Q1 | $13K | Hold |
382
| – | – | ﹤0.01% | 202 |
|
2022
Q4 | $16.4K | Buy |
+382
| New | +$16.4K | 0.01% | 175 |
|