Trivium Point 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
Q2
$327K Sell
2025
Q1
$388K Sell
2024
Q4
$418K Buy
2024
Q3
$316K Buy
2020
Q1
Sell
2019
Q4
$1.71M Buy
2019
Q3
$1.52M Sell
2019
Q2
$1.51M Buy
2019
Q1
$1.4M Buy
2018
Q4
$1.15M Buy