Waldron Private Wealth’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 | $242K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $1.11M | Hold |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $929K | Sell |
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|
2021
Q1 | $1.54M | Hold |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $990K | Buy |
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|
2020
Q1 | $686K | Sell |
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|
2019
Q4 | $1.33M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $689K | Buy |
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|
2016
Q4 | $319K | Sell |
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|
2016
Q3 | $644K | Buy |
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|
2016
Q2 | $626K | Hold |
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|
2016
Q1 | $610K | Buy |
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|
2015
Q4 | $635K | Hold |
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|
2015
Q3 | $604K | Buy |
|
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|
2015
Q2 | $417K | Sell |
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|
2015
Q1 | $413K | Hold |
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|
2014
Q4 | $412K | Sell |
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|
2014
Q3 | $400K | Hold |
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|
2014
Q2 | $424K | Buy |
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|
2014
Q1 | $416K | Hold |
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|
2013
Q4 | $386K | Buy |
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