Wealth Enhancement Advisory Services’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 | $34.6M | Buy |
759,177
+49,275
| +7% | +$2.24M | 0.06% | 297 |
|
|
2025
Q1 | $29.2M | Sell |
709,902
-143,111
| -17% | -$5.89M | 0.06% | 307 |
|
|
2024
Q4 | $37M | Buy |
853,013
+360,227
| +73% | +$15.6M | 0.07% | 259 |
|
|
2024
Q3 | $21.1M | Sell |
492,786
-18,346
| -4% | -$785K | 0.05% | 340 |
|
|
2024
Q2 | $19.9M | Buy |
511,132
+16,553
| +3% | +$643K | 0.05% | 334 |
|
|
2024
Q1 | $19.3M | Buy |
494,579
+43,746
| +10% | +$1.71M | 0.05% | 331 |
|
|
2023
Q4 | $16.6M | Buy |
450,833
+44,668
| +11% | +$1.65M | 0.05% | 336 |
|
|
2023
Q3 | $11.6M | Buy |
+406,165
| New | +$11.6M | 0.04% | 375 |
|
|
2018
Q4 | – | Sell |
-28,569
| Closed | -$1.32M | – | 205 |
|
|
2018
Q3 | $1.32M | Sell |
28,569
-26,676
| -48% | -$1.23M | 0.08% | 92 |
|
|
2018
Q2 | $2.92M | Buy |
+55,245
| New | +$2.92M | 0.18% | 47 |
|
|
2018
Q1 | – | Sell |
-13,166
| Closed | -$700K | – | 179 |
|
|
2017
Q4 | $700K | Buy |
+13,166
| New | +$700K | 0.05% | 122 |
|