True Wealth Design’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 | $4.88K | Sell |
114
-8
| -7% | -$343 | ﹤0.01% | 814 |
|
|
2025
Q1 | $5K | Sell |
122
-1,110
| -90% | -$45.5K | ﹤0.01% | 689 |
|
|
2024
Q4 | $53.4K | Buy |
1,232
+32
| +3% | +$1.39K | 0.02% | 153 |
|
|
2024
Q3 | $51.3K | Buy |
+1,200
| New | +$51.3K | 0.02% | 142 |
|
|
2023
Q2 | – | Sell |
-225
| Closed | -$7.67K | – | 863 |
|
|
2023
Q1 | $7.67K | Buy |
+225
| New | +$7.67K | ﹤0.01% | 256 |
|