Twin City Private Wealth’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 | $1.26M | Sell |
29,287
-10,228
| -26% | -$440K | 1.03% | 36 |
|
|
2025
Q1 | $1.63M | Buy |
39,515
+3,039
| +8% | +$125K | 1.43% | 25 |
|
|
2024
Q4 | $1.58M | Buy |
36,476
+826
| +2% | +$35.8K | 1.4% | 26 |
|
|
2024
Q3 | $1.52M | Sell |
35,650
-3,820
| -10% | -$163K | 1.32% | 35 |
|
|
2024
Q2 | $1.53M | Buy |
39,470
+2,424
| +7% | +$94.2K | 1.45% | 30 |
|
|
2024
Q1 | $1.44M | Buy |
+37,046
| New | +$1.44M | 1.42% | 29 |
|