TritonPoint Wealth’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 | – | Sell |
-5,684
| Closed | -$234K | – | 355 |
|
|
2025
Q1 | $234K | Buy |
5,684
+251
| +5% | +$10.3K | 0.02% | 318 |
|
|
2024
Q4 | $236K | Sell |
5,433
-2,171
| -29% | -$94.2K | 0.02% | 307 |
|
|
2024
Q3 | $323K | Buy |
7,604
+42
| +0.6% | +$1.79K | 0.03% | 255 |
|
|
2024
Q2 | $294K | Sell |
7,562
-417
| -5% | -$16.2K | 0.03% | 257 |
|
|
2024
Q1 | $344K | Sell |
7,979
-1,488
| -16% | -$64.1K | 0.04% | 246 |
|
|
2023
Q4 | $350K | Buy |
+9,467
| New | +$350K | 0.03% | 251 |
|