TrueWealth 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 | $229K | Buy |
5,335
+371
| +7% | +$15.9K | 0.07% | 201 |
|
|
2025
Q1 | $204K | Buy |
4,964
+51
| +1% | +$2.1K | 0.07% | 203 |
|
|
2024
Q4 | $213K | Buy |
4,913
+53
| +1% | +$2.3K | 0.07% | 212 |
|
|
2024
Q3 | $208K | Buy |
+4,860
| New | +$208K | 0.07% | 221 |
|
|
2023
Q2 | – | Sell |
-6,294
| Closed | -$215K | – | 194 |
|
|
2023
Q1 | $215K | Sell |
6,294
-2,088
| -25% | -$71.2K | 0.09% | 177 |
|
|
2022
Q4 | $361K | Buy |
8,382
+1,052
| +14% | +$45.3K | 0.16% | 111 |
|
|
2022
Q3 | $319K | Buy |
7,330
+694
| +10% | +$30.2K | 0.15% | 109 |
|
|
2022
Q2 | $315K | Buy |
6,636
+2,941
| +80% | +$140K | 0.15% | 115 |
|
|
2022
Q1 | $216K | Hold |
3,695
| – | – | 0.1% | 164 |
|
|
2021
Q4 | $216K | Buy |
3,695
+124
| +3% | +$7.25K | 0.1% | 164 |
|
|
2021
Q3 | $209K | Sell |
3,571
-53
| -1% | -$3.1K | 0.12% | 133 |
|
|
2021
Q2 | $201K | Buy |
+3,624
| New | +$201K | 0.12% | 129 |
|