WBH Advisory’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 | $254K | Sell |
5,910
-464
| -7% | -$19.9K | 0.02% | 304 |
|
|
2025
Q1 | $262K | Sell |
6,374
-21
| -0.3% | -$864 | 0.02% | 285 |
|
|
2024
Q4 | $277K | Sell |
6,395
-729
| -10% | -$31.6K | 0.03% | 276 |
|
|
2024
Q3 | $305K | Sell |
7,124
-63
| -0.9% | -$2.69K | 0.03% | 265 |
|
|
2024
Q2 | $279K | Sell |
7,187
-340
| -5% | -$13.2K | 0.03% | 263 |
|
|
2024
Q1 | $293K | Sell |
7,527
-536
| -7% | -$20.9K | 0.03% | 264 |
|
|
2023
Q4 | $298K | Sell |
8,063
-46
| -0.6% | -$1.7K | 0.03% | 259 |
|
|
2023
Q3 | $232K | Sell |
8,109
-4,527
| -36% | -$130K | 0.03% | 275 |
|
|
2023
Q2 | $384K | Buy |
12,636
+391
| +3% | +$11.9K | 0.05% | 231 |
|
|
2023
Q1 | $418K | Buy |
+12,245
| New | +$418K | 0.05% | 219 |
|
|
2022
Q3 | $586K | Buy |
13,452
+102
| +0.8% | +$4.44K | 0.08% | 180 |
|
|
2022
Q2 | $633K | Sell |
13,350
-50
| -0.4% | -$2.37K | 0.08% | 181 |
|
|
2022
Q1 | $673K | Buy |
13,400
+372
| +3% | +$18.7K | 0.08% | 186 |
|
|
2021
Q4 | $763K | Buy |
13,028
+320
| +3% | +$18.7K | 0.09% | 177 |
|
|
2021
Q3 | $745K | Buy |
12,708
+4,291
| +51% | +$252K | 0.1% | 172 |
|
|
2021
Q2 | $462K | Buy |
8,417
+100
| +1% | +$5.49K | 0.07% | 190 |
|
|
2021
Q1 | $485K | Sell |
8,317
-121
| -1% | -$7.06K | 0.08% | 179 |
|
|
2020
Q4 | $436K | Sell |
8,438
-697
| -8% | -$36K | 0.08% | 182 |
|
|
2020
Q3 | $348K | Buy |
9,135
+290
| +3% | +$11K | 0.07% | 188 |
|
|
2020
Q2 | $332K | Buy |
8,845
+734
| +9% | +$27.6K | 0.08% | 187 |
|
|
2020
Q1 | $250 | Sell |
8,111
-310
| -4% | -$10 | 0.06% | 197 |
|
|
2019
Q4 | $474K | Buy |
+8,421
| New | +$474K | 0.1% | 159 |
|