Wagner Wealth Management (South Carolina)’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
Q4 | $260K | Sell |
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|
2025
Q3 | $297K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $433K | Buy |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $325K | Buy |
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|
2018
Q3 | $456K | Buy |
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|
2018
Q2 | $406K | Sell |
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|
2018
Q1 | $439K | Buy |
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|
2017
Q4 | $403K | Buy |
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