Valued 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 | $11.5K | Sell |
269
-93
| -26% | -$3.99K | 0.01% | 198 |
|
|
2025
Q1 | $14.9K | Buy |
362
+22
| +6% | +$906 | 0.01% | 181 |
|
|
2024
Q4 | $14.8K | Sell |
340
-10
| -3% | -$434 | 0.01% | 181 |
|
|
2024
Q3 | $15K | Buy |
350
+82
| +31% | +$3.51K | 0.01% | 174 |
|
|
2024
Q2 | $10.4K | Buy |
268
+40
| +18% | +$1.55K | 0.01% | 189 |
|
|
2024
Q1 | $8.9K | Buy |
228
+49
| +27% | +$1.91K | 0.01% | 194 |
|
|
2023
Q4 | $5.12K | Buy |
+179
| New | +$5.12K | ﹤0.01% | 194 |
|