Vontobel Holding’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 | $700K | Sell |
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|
2025
Q2 | $790K | Buy |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $914K | Sell |
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|
2024
Q3 | $954K | Buy |
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|
2024
Q2 | $850K | Sell |
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|
2024
Q1 | $893K | Sell |
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|
2023
Q4 | $877K | Hold |
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|
2023
Q3 | $680K | Buy |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $714K | Sell |
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|
2022
Q4 | $999K | Buy |
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|
2022
Q3 | $897K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $727K | Sell |
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|
2021
Q2 | $995K | Buy |
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|
2021
Q1 | $794K | Sell |
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|
2020
Q4 | $824K | Buy |
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