WBH Advisory’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 | $254K | Sell |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $279K | Sell |
|
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|
2024
Q1 | $293K | Sell |
|
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $418K | Buy |
|
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|
2022
Q3 | $586K | Buy |
|
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $745K | Buy |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $485K | Sell |
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|
2020
Q4 | $436K | Sell |
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|
2020
Q3 | $348K | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $250 | Sell |
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|
2019
Q4 | $474K | Buy |
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