Wagner Wealth Management’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 | $285K | Sell |
6,623
-7
| -0.1% | -$301 | 0.06% | 103 |
|
|
2025
Q1 | $273K | Sell |
6,630
-28
| -0.4% | -$1.15K | 0.07% | 95 |
|
|
2024
Q4 | $289K | Sell |
6,658
-45
| -0.7% | -$1.95K | 0.07% | 90 |
|
|
2024
Q3 | $287K | Sell |
6,703
-1,157
| -15% | -$49.5K | 0.08% | 91 |
|
|
2024
Q2 | $305K | Buy |
7,860
+69
| +0.9% | +$2.68K | 0.09% | 100 |
|
|
2024
Q1 | $304K | Buy |
7,791
+23
| +0.3% | +$897 | 0.09% | 97 |
|
|
2023
Q4 | $287K | Sell |
7,768
-77
| -1% | -$2.84K | 0.1% | 98 |
|
|
2023
Q3 | $224K | Sell |
7,845
-200
| -2% | -$5.72K | 0.08% | 103 |
|
|
2023
Q2 | $244K | Buy |
8,045
+26
| +0.3% | +$789 | 0.09% | 101 |
|
|
2023
Q1 | $273K | Buy |
8,019
+18
| +0.2% | +$614 | 0.12% | 95 |
|
|
2022
Q4 | $344K | Buy |
8,001
+343
| +4% | +$14.8K | 0.21% | 82 |
|
|
2022
Q3 | $333K | Sell |
7,658
-95
| -1% | -$4.13K | 0.25% | 73 |
|
|
2022
Q2 | $368K | Buy |
7,753
+26
| +0.3% | +$1.23K | 0.29% | 65 |
|
|
2022
Q1 | $438K | Buy |
7,727
+12
| +0.2% | +$680 | 0.31% | 78 |
|
|
2021
Q4 | $452K | Buy |
7,715
+11
| +0.1% | +$644 | 0.35% | 61 |
|
|
2021
Q3 | $489K | Sell |
7,704
-99
| -1% | -$6.28K | 0.39% | 60 |
|
|
2021
Q2 | $433K | Buy |
7,803
+739
| +10% | +$41K | 0.31% | 66 |
|
|
2021
Q1 | $412K | Buy |
7,064
+284
| +4% | +$16.6K | 0.32% | 65 |
|
|
2020
Q4 | $325K | Buy |
+6,780
| New | +$325K | 0.31% | 77 |
|
|
2018
Q3 | $456K | Buy |
9,392
+1,340
| +17% | +$65.1K | 0.3% | 73 |
|
|
2018
Q2 | $406K | Sell |
8,052
-388
| -5% | -$19.6K | 0.29% | 78 |
|
|
2018
Q1 | $439K | Buy |
8,440
+851
| +11% | +$44.3K | 0.33% | 69 |
|
|
2017
Q4 | $403K | Buy |
+7,589
| New | +$403K | 0.3% | 77 |
|