TrueWealth Advisors’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
Q3 | $246K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $208K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $201K | Buy |
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