U.S. Capital Wealth 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 | $840K | Buy |
19,545
+1,320
| +7% | +$56.7K | 0.02% | 468 |
|
|
2025
Q1 | $750K | Buy |
18,225
+9,735
| +115% | +$401K | 0.02% | 492 |
|
|
2024
Q4 | $368K | Buy |
8,490
+1,747
| +26% | +$75.8K | 0.01% | 632 |
|
|
2024
Q3 | $288K | Buy |
6,743
+2
| +0% | +$86 | 0.01% | 599 |
|
|
2024
Q2 | $262K | Buy |
6,741
+51
| +0.8% | +$1.98K | 0.01% | 591 |
|
|
2024
Q1 | $261K | Sell |
6,690
-138,205
| -95% | -$5.39M | 0.01% | 596 |
|
|
2023
Q4 | $5.35M | Buy |
+144,895
| New | +$5.35M | 0.21% | 111 |
|
|
2023
Q1 | – | Sell |
-29,415
| Closed | -$1.27M | – | 1435 |
|
|
2022
Q4 | $1.27M | Sell |
29,415
-454
| -2% | -$19.5K | 0.06% | 287 |
|
|
2022
Q3 | $1.3M | Sell |
29,869
-69,607
| -70% | -$3.03M | 0.07% | 278 |
|
|
2022
Q2 | $4.72M | Sell |
99,476
-2,261
| -2% | -$107K | 0.21% | 97 |
|
|
2022
Q1 | $5.77M | Buy |
101,737
+22,883
| +29% | +$1.3M | 0.21% | 102 |
|
|
2021
Q4 | $4.62M | Sell |
78,854
-496
| -0.6% | -$29K | 0.18% | 125 |
|
|
2021
Q3 | $4.65M | Buy |
+79,350
| New | +$4.65M | 0.2% | 122 |
|