Waverly Advisors’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
Q2 | $3.72M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $3.39M | Buy |
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|
2024
Q3 | $3.06M | Buy |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $603K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $28K | Hold |
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|
2015
Q2 | $32K | Hold |
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|
2015
Q1 | $31K | Hold |
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|
2014
Q4 | $31K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $10K | Sell |
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|
2013
Q3 | $18K | Buy |
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