U.S. Capital Wealth 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 | $469K | Sell |
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|
2025
Q2 | $840K | Buy |
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|
2025
Q1 | $750K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $5.35M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $4.72M | Sell |
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|
2022
Q1 | $5.77M | Buy |
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|
2021
Q4 | $4.62M | Sell |
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|
2021
Q3 | $4.65M | Buy |
|