Wealth Advisors of Tampa Bay’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 | $2.11M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $946K | Sell |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $854K | Hold |
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|
2023
Q4 | $809K | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $3.71M | Buy |
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|
2022
Q1 | $4.42M | Sell |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $2.29M | Buy |
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|
2021
Q2 | $2.1M | Sell |
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|
2021
Q1 | $2.28M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $926K | Hold |
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|
2019
Q4 | $1.69M | Buy |
|