Wealth Alliance Advisory Group’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 | $577K | Hold |
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|
2025
Q2 | $543K | Hold |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $564K | Hold |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $505K | Hold |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $474K | Buy |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $664K | Buy |
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|
2022
Q1 | $784K | Buy |
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|
2021
Q4 | $806K | Buy |
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|
2021
Q3 | $802K | Buy |
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|
2021
Q2 | $755K | Sell |
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|
2021
Q1 | $799K | Buy |
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|
2020
Q4 | $649K | Sell |
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|
2020
Q3 | $517K | Buy |
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|
2020
Q2 | $509K | Hold |
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|
2020
Q1 | $418K | Sell |
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|
2019
Q4 | $914K | Hold |
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|
2019
Q3 | $844K | Sell |
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|
2019
Q2 | $953K | Sell |
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|
2019
Q1 | $1.11M | Hold |
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|
2018
Q4 | $963K | Hold |
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|
2018
Q3 | $1.08M | Hold |
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|
2018
Q2 | $1.12M | Hold |
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|
2018
Q1 | $1.16M | Hold |
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|
2017
Q4 | $1.11M | Buy |
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