TPA
Trivium Point Advisory’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
7,618
-1,819
| -19% | -$78.2K | 0.04% | 282 |
|
|
2025
Q1 | $388K | Sell |
9,437
-193
| -2% | -$7.94K | 0.05% | 257 |
|
|
2024
Q4 | $418K | Buy |
9,630
+2,838
| +42% | +$123K | 0.05% | 246 |
|
|
2024
Q3 | $316K | Buy |
+6,792
| New | +$316K | 0.04% | 276 |
|
|
2020
Q1 | – | Sell |
-30,430
| Closed | -$1.71M | – | 177 |
|
|
2019
Q4 | $1.71M | Buy |
30,430
+687
| +2% | +$38.7K | 0.67% | 58 |
|
|
2019
Q3 | $1.52M | Sell |
29,743
-950
| -3% | -$48.5K | 0.7% | 65 |
|
|
2019
Q2 | $1.51M | Buy |
30,693
+600
| +2% | +$29.5K | 0.67% | 68 |
|
|
2019
Q1 | $1.4M | Buy |
30,093
+3,588
| +14% | +$167K | 0.65% | 69 |
|
|
2018
Q4 | $1.15M | Buy |
+26,505
| New | +$1.15M | 0.7% | 70 |
|